Page 2 - Dear Dan News Today

Plans with automatic enrollment features typically have higher participation rates

If you retire in 2024, the tax code allows you to take your Required Minimum Distribution in 2024 but it is not required.

My income was about $13,000 in 2023

Plans are not required to allow hardship withdrawals

There are several ways to do this.

Dan Kubota reflects on her disconnect with her culture and the lessons taiko has taught her.

Dear Dan, What if a husband is married but names someone other than his still living wife as beneficiary? Who gets the IRA, wife or beneficiary? – Ellie Hi...

Donating appreciated shares is a good tax move, but the nature of shares is different than cash. Here's what to watch out for.

There are good arguments to remain in the 401(k) plans, and good arguments to roll it into an IRA.

Some techniques can be better than writing a personal check.