2022 brings new life expectancy tables.  Provided by Marc Aarons  For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your RMD. Using these new tables is relatively […]

Life expectancy table updated for the first time since 2002. Provided by Marc Aarons If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the Internal Revenue Service plans to update the life expectancy tables used […]

Why You Want a Retirement Plan in Writing Setting a strategy down may help you define just what you need to do. Provided by Marc Aarons@OCMoneyManagers.com  Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or […]