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If you don’t plan ahead on how and when you should access your IRA (individual retirement account) money, you may get a worse tax bite than necessary. The rules that govern minimum required distributions from IRAs are among the most complicated in our tax code. This article and chart only give a brief overview so … Continue reading “How to Withdraw From Your IRA”

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You’re getting married, congratulations! Since we’re a credit union, it’s only normal our marriage advice would be to talk about finances with your future spouse. Discussing how you’ll handle past, present and future finances can get your marriage off on the right financial footing. Financial Baggage Have a discussion about how you’ll handle premarital debt. … Continue reading “Marrying Your Finances”

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