Beware of the 50% Penalty
With 2017 coming to an end, it’s time to review those year-end deadlines for Required Minimum Distributions (RMDs). If you turned age 70 1/2 before 2017: The deadline for taking the 2017 RMD from your IRA or retirement plan is Dec. 31, 2017. This applies to every traditional IRA owner who reached age 70 1/2 in 2016 or earlier, every qualified plan participant who turned age 70 1/2 and retired prior to 2017, and every beneficiary who holds an inherited IRA (Roth or traditional


Key Questions for the Long-Term Investor
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. TruNorth Capital is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using dat

