Articles tagged with "Retirement"
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September 11, 2020
Minimizing income taxes is a powerful way to potentially add years to your portfolio, with no need to outguess the markets. If your portfolio is upside-down from a tax perspective, turning it arou...
September 3, 2020
After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. Learn how creating a financial plan for your retirement can help you avoid any ...
September 1, 2020
When planning your retirement distributions, it's important to come up with a strategy. By withdrawing funds from certain account types in a certain order, you might significantly reduce your taxe...
August 28, 2020
The time to begin planning for your financial future is now! So, when it comes to preparing for retirement, here are some steps to get started:
August 12, 2020
Today, many people in their 50s haven't started saving for retirement or accumulating sufficient funds. If you’re in this age group and find yourself facing an underfunded retirement, it’s not too...
August 11, 2020
Why wait to start planning for retirement? Whether you're in your 50s or just starting your career, establishing goals and strategies can bring you one step closer to financial independence. Here's...
July 2, 2020
During these uncertain times, changing jobs is something a lot of people are having to face and with that comes some questions. What should you do with the money in your retirement plan? Here are ...
December 30, 2019
If you want your money to last, if you want to live comfortably in your 60s, 70s, 80s and beyond, you should consider some common concerns, including:
December 27, 2019
Now that you've officially joined the ranks of pre-retirees — people who are around five or ten years away from retiring — you probably have a much better idea of what you want. It's time to put th...
May 21, 2019
Once you turn 30, retirement savings are a financial goal that should start moving toward the top of your to-do list. Here’s how to balance this with your other financial priorities.
February 28, 2019
You’ve come to a fork in your career path and made a choice, one that means you will soon leave your current job—and the 401(k) that comes with it—in the rearview mirror. Whether you’re moving on t...
February 19, 2019
Is your company’s retirement plan a good one? Here’s the type of plan and contribution you should be looking for from an employer.
February 14, 2019
Nearly half of Americans believe that a comfortable retirement is not in their future. Sound like you? Change your mindset by learning how to make a year-round commitment to retirement.
February 12, 2019
This past November, the IRS announced that it would increase the contribution limits for a wide variety of retirement accounts in 2019. Here’s what you need to know and what you should do about it.
February 7, 2019
Concerns about retirement can be even greater for women, who face unique challenges when planning their retirement years. Learn more about these challenges here and how you can overcome them.
February 5, 2019
There is a universal question shared by everyone who enters retirement—will I have enough money to support myself for the rest of my life? Here are seven tips to avoid running out of money in retir...
January 31, 2019
Taxes rank with healthcare as one of your biggest potential retirement expenses. Here are four tax-savvy withdrawal strategies you can use in retirement.
January 29, 2019
For many, retirement is a rich, golden sunset on the horizon. And some may not want to wait until age 65 to get there. Read our latest post to find out if early retirement can be a realistic dream.
January 24, 2019
Do your retirement savings seem unpredictable? Annuities are an investment option that can bring a sense of security that at least one portion of your retirement income safely waits for you.
January 10, 2019
Complicated. Expensive. Unnecessary. These are just some of the ways that the general public perceives annuities. In our latest article, we explore five common myths associated with annuities and d...