Archive for the ‘Financial Literacy’ Category
Sept: National Life Insurance Month – Did you Insure yourself?


I came across few blogs about the Life Insurance Month and thought to share my view as well. Let me share the fact first about life insurance in America. According to the industry research group LIMRA, 30 percent of US households have no life insurance whatsoever. Today there are only 11 million fewer American households […]
Roth IRA Distribution Flowchart


I was commonly asked by readers and friends about Roth IRA and what are the basic rules surrounding its qualified and non-qualified distributions. There are some quick things which you can share about Roth IRA distribution like any withdrawls before the age 59 1/2 would be subject penalty, any withdrawals which are qualified like first […]