James J. Speir is the Founder of Speir Financial Services, LLC, providing financial and insurance services. James’ passion is to provide continuous financial guidance to individuals and families who need to secure their financial future.
Your first required distribution from an IRA or retirement plan is for the year you reach age 70½. However, you have some flexibility as to when you actually have to take this first-year distribution. You can take it during the…
Investments & Wealth Monitor: Aging Financial Capacity: How to Detect Early Changes in Informed Decision Making (November/December 2019)
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