Thomas Schorn
7 Charts You Need to Read
Investing and staying invested during periods of volatility can be difficult. Gaining a historical perspective can help expectations and...
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Thomas Schorn
- Apr 30, 2022
Required Distributions: Changes You Need to Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 changed the rules for taking distributions from retirement...
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Thomas Schorn
- Oct 11, 2021
Social Security's Uncertain Future: What You Should Know
Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees....
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Thomas Schorn
- Jul 8, 2021
Should You Be Concerned About Inflation?
If you pay attention to financial news, you probably see a lot of discussion about inflation, which has reared its head in the U.S....
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Thomas Schorn
- May 20, 2021
Retirement Confidence Remains Strong, Despite Pandemic
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial...
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Thomas Schorn
- May 9, 2021
Rising Inflation: Where Will It Go from Here?
In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over...
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Thomas Schorn
- Apr 28, 2021
Medicare Enrollment Concerns
Medicare is essential for a large segment of our population. However, it is often misunderstood, and decisions are based on the advice of...
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Thomas Schorn
- Apr 10, 2021
Roth IRA Strategies for High-Income Earners
As families begin to prepare for retirement, one of the tensions they may be wrestling with is being able to control their taxable income...
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Thomas Schorn
- Mar 7, 2021
Spousal IRAs are Highly Effective
Opening and contributing to your spouse's IRA is simple but usually overlooked. To contribute to a spouse IRA you must file a joint tax...
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Thomas Schorn
- Feb 19, 2021
Options for Your 401(k) When You Retire
Retiring is a big step. If that time has come, you are now facing an important decision: What should I do with my 401(k) balance? There...
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Thomas Schorn
- Jul 4, 2020
2020 RMD Repayment Rules
The IRS issued adjusted 2020 RMD repayment rules at the end of June. You can now repay RMD withdrawals – even if the withdrawal was in...
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Thomas Schorn
- Mar 30, 2020
RMD & Related Changes for 2020
I continue to study the stimulus package passed last week and will continue to send relevant information that is beneficial to you. This...
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Thomas Schorn
- Feb 21, 2020
2019 IRA Contributions
Even though the tax filing season is well underway, there's still time to make a regular IRA contribution for 2019. You have until your...
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Thomas Schorn
- Feb 14, 2020
The SECURE Act and Your Retirement Savings
The Setting Every Community Up for Retirement Enhancement (SECURE) Act enacted in December 2019 as part of a larger federal spending...
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