retirement

November 19, 2020 | Suzanne Pollak

After 30 Years as Teacher, Principal, Board of Education Member, Dixon Looks Back, Ahead

After 30 years as a teacher and principal at Montgomery County Public Schools and then four years as a member of the Board of Education (BOE), Jeanette Dixon is moving on. She spoke with Montgomery Community Media about her time on the board and her years in education. Dixon is proud of her service but […]

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November 2, 2020 | Juanita Farmer, CPA

Blog: Choosing a Retirement Destination: Tax Considerations

With health care, housing, food, and transportation costs increasing every year, many retirees on fixed incomes wonder how they can stretch their dollars even further. One solution is to move to another state where income taxes are lower than the one in which they currently reside. While federal tax rates are the same in every […]

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September 21, 2020 | Juanita Farmer, CPA

Blog: Preparing for a Successful Retirement

As you approach retirement, it’s vital that you pay attention to several important financial matters to ensure a smooth transition. Here are five of them: 1. Health Insurance Are you among the lucky few who will continue to be covered after retirement? If not, then you’ll need to replace your health coverage. If you will […]

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July 28, 2020 | Juanita Farmer, CPA

Blog: Retirement Accounts: Rollover Relief for RMDs

Generally, taxpayers must begin taking a required minimum distribution (RMD) from a defined-contribution retirement plan, including a 401(k) or 403(b) plan, or an IRA when they reach age 72 (70 1/2 if they reached 70 ½ before January 1, 2020). The RMD for any year is the account balance as of the end of the […]

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July 25, 2020 | Emma Shuster

Gaithersburg Native Logic Retires, Drops New Album, Focuses on Fatherhood

One week after officially announcing his retirement at the age 30, Montgomery County native Sir Robert Bryson Hall II, better known to his fans as “Logic,” dropped his sixth and final album, “No Pressure.” The rapper explained how he plans to use his newfound time to focus on fatherhood.  He tweeted, “It’s been a great […]

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June 8, 2020 | Maryam Shahzad

Retirees Support Black Lives Matter Protesters While Social Distancing

Retirees at the Asbury Methodist Village in Gaithersburg came out to show support for Black Lives Matter protesters on Sunday. The retirement community is across the street from Lakeforest Mall, where Sunday’s protest began. As people marched down the street, these older residents came as far as the perimeter fence with signs like “reform policing” […]

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March 14, 2020 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

BLOG: 8 Planning Tips For A More Enjoyable Retirement

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The individuals and couples that I speak with envision a retirement where they’re engaged in their favorite activities, causes, and passions. This leads to the question, […]

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March 10, 2020 | Maryam Shahzad

UPDATE: Nine People in Maryland—Five in MoCo—Have Coronavirus, Hogan Says

Update (6:15 p.m.): Gov. Larry Hogan announced a ninth coronavirus case confirmed in Maryland Tuesday evening. The patient, a woman in her sixties, is a Montgomery County resident, Hogan said. According to Hogan, the coronavirus patient is connected to the Egyptian cruise, which involves five of the state’s other coronavirus cases. “This problem continues to evolve and […]

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February 6, 2020 | Deirdre Byrne

Hogan Calls Maryland ‘Shining Example’ for America

Gov. Larry Hogan (R) delivered his sixth State of the State Address on Wednesday afternoon in Annapolis. Hogan’s speech often contrasted Maryland’s bipartisan achievements with the divisiveness in national politics seen in Washington D.C. and beyond. “Maryland has indeed been setting a shining example for the rest of America,” Hogan said. Here are some of […]

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July 5, 2019 | Alvin Carlos, CFA, CFP®

7 Ways the New House Bill May Affect You

The House recently passed the Secure Act – what does that mean for your personal finances? Watch District Capital’s Alvin Carlos’s recent analysis into the ways in which the new bill (expected to be signed into law) may affect you.

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