James McGlynn CFA, RICPJul 4, 20233 minMastering Retirement PlanningRETIREMENT PLANNING is complex because there are so many topics to master. In my chapter for the HumbleDollar book My Money Journey, I...
James McGlynn CFA, RICPMar 5, 202211 minRetirement ExperimentsMy Experiments I WAS BORN at Carswell Air Force Base in Fort Worth, Texas, to a Canadian mother and a father who was raised in a Catholic...
James McGlynn CFA, RICPJan 25, 20223 minStretching Inherited IRA'sTHE SECURE ACT, which took effect Jan. 1, 2020, made inheriting an IRA even more complicated. Before 2020, beneficiaries typically had...
James McGlynn CFA, RICPDec 31, 20212 minPaying Uncle Sam but not Aunt IRMAA-Lump Sum ConversionDec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...