Although Congress isn't famous for cooperation, there was enough bipartisan support for the Secure 2.0 Act of 2022 (pages 817-946 of the Consolidated Appropriations Act of 2023) to get it signed into law. The intent is to make it more…
Roth IRA
When a person asks, "How much money will I need in retirement?" the only honest way to answer is with, "It depends." What's most helpful is steering the person's thinking in another direction so they can take honest stock of…