May 19, 2025

retirement planning

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Funds

‘I really do not need the funds.’ I’m 72 and facing RMDs in mere months, but I don’t need the money or want the taxes. What’s my move?

  • April 30, 2025

Question: “I will turn 73 in June and I don’t know when I should take my first RMD. I really do not need the funds and would like to move them from the present 401(k) account and open a Roth account. My concern is that I’m not sure what my options are to pay the

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Investment

How Loss Aversion Affects Investment Decisions

  • April 3, 2025

Loss aversion is a bias to feel the pain of losses more strongly than the pleasure of gains – and … More this can impact how you invest for your retirement. getty Nobel Prize-winning economist Daniel Kahneman’s book Thinking, Fast and Slow explores how the brain processes decisions and the biases that often shape them.

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