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...
James McGlynn CFA, RICPSep 30, 20211 minRoth While You CanNEWS OF ENTREPRENEUR Peter Thiel’s $5 billion Roth account, which was funded with PayPal stock, has motivated Congress to look at...
James McGlynn CFA, RICPOct 23, 20203 minThe Taxman ComethLATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw...
