Retirement | Pleasant Wealth

CARES Act waives your Required Minimum Distribution for 2020

by admin | Apr 17, 2020 | Retirement

When the market has had big losses in the past, policy makers have stepped in and changed requirements for retirement accounts. Why? It is a way to keep our retirees’ livelihood sustained longer. The government would rather implement a stopgap now. It is a measure...

What To Do in a Recession? Your Automated Transactions

by admin | Apr 15, 2020 | Recession, Retirement

You’re on autopilot with your retirement accounts – for adding money or taking income. That’s perfect most of the time! However, in a recessionary period, you might reconsider your game plan. Check out Liz’s video covering the topic of adding...

What To Do In A Recession: Your Investments

by admin | Apr 8, 2020 | Recession, Retirement

It’s been a wild ride this first quarter of 2020. A double whammy, not only within the economy but as we navigate new (hopefully temporary) normals for everyday life. You will receive your quarterly statements this week. As you open the envelope, it may stir...

When is Social Security Taxed?

by admin | Jul 15, 2019 | Retirement, Uncategorized

Some people believe Social Security is not taxed. Others believe Social Security is taxed. Depending on your financial setup, either of those could be true. So how do you calculate and find out whether you will pay income taxes on Social Security? You might want to...

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CARES Act waives your Required Minimum Distribution for 2020

What To Do in a Recession? Your Automated Transactions

What To Do In A Recession: Your Investments

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