Financial Coach LLC
White Papers - Library
White Paper – Are Your Allocations Right for RMDs?
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you...
White Paper – Understanding Required Minimum Distributions
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to...
White Paper – Market Math Made Simple
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common...
So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is....
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of...
Retirement Expenses
How Living Expenses Change During Retirement. There are some upsides to being a retiree - senior discounts, lower taxes, subsidized...