by Kenny | Aug 17, 2025 | Uncategorized
Global financial markets had another positive week as the Dow Jones Industrial Average finally joined the S&P 500 and the NASDAQ with a new all-time high. Benign consumer inflation increased the probability of a September rate cut to 99% and fostered the idea of...
by Kenny | Aug 15, 2025 | Weekly Newsletter
Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight. Making ends meet is a big concern for many retirees. Here are six tips for saving money during retirement, as part of our...
by Kenny | Aug 14, 2025 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I turn age 73 on December 1, 2026. I would like to do a Roth IRA conversion on January 1, 2026, prior to turning 73 years old. Does my first required minimum distribution (RMD) begin January 1, 2026, the year that I turn...
by Kenny | Aug 13, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education From a tax perspective, a Health Savings Account (HSA) can offer the best of all worlds. Like traditional IRA contributions, HSA contributions are made by the individual with pre-tax dollars. Contributions...
