Rachel L. Sheedy
Latest articles by Rachel L. Sheedy
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A Retiree’s Guide to Key Dates in 2020
Budgeting Now is the time to assess your financial situation, look ahead and mark your calendar.
By Rachel L. Sheedy • Published
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Retirees, Cover Your Trip and Your Health, Too
Travel Travel insurance may protect you if have to cancel or interrupt a trip, or if you get sick while on the road.
By Rachel L. Sheedy • Last updated
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Medicare Part B Premiums Climb for 2020
Medicare High-income retirees will experience the biggest changes.
By Rachel L. Sheedy • Published
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Proposed RMD Rules Would Trim Mandated Distributions for Retirees
required minimum distributions (RMDs) Ways to get your voice heard on possible new life expectancy tables that would affect your money.
By Rachel L. Sheedy • Last updated
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End-of-Year Moves to Trim Your 2019 Tax Tab
tax deductions It's time to look for last-minute moves that can shrink your 2019 tax bill. But the end of the year is coming fast, so don't procrastinate.
By Rachel L. Sheedy • Published
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Secure Act Threatens 'Stretch' IRA Rules That Benefit Heirs
retirement Some retirees are concerned about a provision that could require heirs to empty inherited retirement accounts within 10 years and pay a lot more in taxes.
By Rachel L. Sheedy • Published
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IRA Aggregation Rule: When Many IRAs Become One
IRAs Manage withdrawals from multiple retirement accounts carefully to avoid surprises (and penalties).
By Rachel L. Sheedy • Published
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Protecting Retirement Accounts from Creditors
IRAs Degrees of legal protection differ for 401(k)s and IRAs.
By Rachel L. Sheedy • Published
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Heirs Can Use NUA Tax Break for Inherited 401(k)s
retirement This tax-saving move will result in more money in your pocket if you inherit employer stock.
By Rachel L. Sheedy • Published