Eye On Money March and April 2022

We invite you to check out the new issue of Eye On Money!

Inside are articles on:

So you want to retire early? Here are a few tips. If your goal is to retire before normal retirement age, don’t miss these tips on how to plan and prepare for the possibility.

Inheriting an IRA. If you inherit an IRA, you’ll have some choices to make regarding how and when the money in the account is distributed to you. This article looks at some of the options.

Last-minute tax reminders. These reminders and tips can help you stay on track this tax season.

ABLE accounts. Don’t miss this one if you or someone in your family became disabled before age 26.

Also in this issue, you can check out articles on why changes in interest rates generally affect bond prices, surprising uses for life insurance, and health savings accounts. Plus, you can travel vicariously to Iguazu Falls in South America, learn about a few upcoming garden shows, and test your knowledge of Paris in our latest quiz.

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

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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.