Eye On Money July/August 2023

We invite you to check out the new issue of Eye On Money! Inside are articles on:

40 financial things to know by age 40. Tips to help you manage your finances today and lay the groundwork for the next 40 years.

4 things to know about the new RMD rules. Don’t miss this one if you are age 72 or older.

The new 529-plan-to-Roth-IRA rollover option. If you have money left over in a 529 education savings account, you may be able to roll it over to a Roth IRA for the beneficiary beginning in 2024.

Certificates of deposit. Learn what they are and how they work.

Also in this issue, you can learn about how bonds pay interest and explore a few financial tips for newlyweds. Plus, you can travel vicariously to Emilia-Romagna—a beautiful region of Italy known for its slow food and fast cars. And you can discover some of the special exhibitions planned for major museums this summer and see how much you know about Boston.

Please let us know if you have questions about anything in Eye On Money.

Click here to read more.

Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.