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Your Life. Your Needs. Your Plan.
Greetings!

Hope this finds you well.

IRA’s, whether obtained through years of savings or that come from an old retirement plan such as a 401K carry the same rules.

But, if you inherit an IRA, the rules can be very different.

Check out this week's blog below to learn more.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Have you inherited an IRA?
Only a spouse is allowed to take an inherited IRA and roll it into their own IRA. Their RMD date can be the same as if it was their account initially.

For the rest of us, if we inherit an IRA or a Roth IRA the rules are different
We Specialize In Three Areas
Retirement
Whether in retirement or nearing retirement, our disciplined approach will help ensure you are on track
Women in Transition
Recently widowed or divorced, our compassionate approach will give you peace of mind and a sense of empowerment
Paying for College
With skyrocketing costs and little time left to save, without a college plan, one's retirement could be in jeopardy
Do Vitamin D Supplements Help Prevent Diabetes, Cancer Mortality, and Overall Mortality?
Randomized interventional trials are necessary to establish cause-and-effect.
How to find humor in life's absurdity


With levity and profound insight, artist Maira Kalman reflects on life, death, dinner parties, not knowing the right answers, the joys of eating a hot dog from a street vendor and more
Why do people have wisdom teeth?


Wisdom teeth are the third set of molars located at the very back of the mouth. They look just like the first and second molars, but can sometimes be a little smaller.
Teens, Social Media and Technology 2023


YouTube, TikTok, Snapchat and Instagram remain the most widely used online platforms among U.S. teens

A simpler FAFSA's coming. But it won't necessarily make getting money easier.

Helping our clients navigate the college financial aid maze is something we specialize in. Questions, we are here to help.

Recipe of the Week

Saucy Beans on Garlic Toast

Navy beans, in the Netherlands go by the descriptive name of "witte bonen" (white beans). They are also known as haricot or Boston beans and are a fantastic base for bold flavors.
Quote of the Week

"Change your thoughts. and you change your world".

- Norman Vincent Peale
134 Rumford Avenue, Suite 203, Newton Massachusetts, 02466 | 617-630-4978
Financial Planning Solutions, LLC ("FPS") is a fee only Registered Investment Advisor ("RIA") located in the Commonwealth of Massachusetts. FPS provides asset management and related services for clients nationally. FPS will notice file and maintain all applicable licenses as required by the various states in which FPS conducts business, as applicable. FPS renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. 
The opinions and comments of this newsletter are those of Financial Planning Solutions, LLC and are not intended as specific advice or recommendations. To understand what investments are right for you and your situation, it is recommended that you sit down with a Certified Financial Planner™ Practitioner that understands your financial situation, goals and desires. This information is being provided as a courtesy. When accessing the website links, you are leaving this site and assume total responsibility and risk for the sites you are visiting. We also make no representation of the completeness or accuracy of websites.
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