Author | Jeff Witz, CFP


How the SECURE Act affects inherited IRAs

September 11, 2020

Legislation sets 10-year withdrawal window for nonspouse beneficiaries.

The business of urology: Reducing required minimum distributions in retirement accounts

August 05, 2020

Converting funds to Roth dollars is among the most effective strategies.

How to fill the gap between retirement, Social Security

July 08, 2020

Withdrawals from pretax retirement accounts are among the ways to bridge your income, according to Jeff Witz, CFP.

How modern portfolio theory can help meet your financial goals

May 28, 2020

"[A study by Harry Markowitz] found that more than 90% of your long-term investment success is determined by asset class selection," writes Jeff Witz, CFP.