Are you maxing out your retirement accounts every year? Do you know what the limits are for your retirement contributions? If your answer to either of these questions is no, then this article is for you. If you’re looking for the best retirement strategy for a 50-year-old or other similar age group, here’s a suggestion: ...
You may find that all of the terminology in the finance world (and the retirement world) makes your head spin. There are so many acronyms and technical terms that it can be hard to follow. To help you out, we’re going to define some of the most important terms when it comes to retirement planning ...
Being unaware of RMDs can cause you to lose a chunk of your retirement savings. Taxes on RMDs can be huge if you miss a distribution or are not aware of the rules that surround RMDs.[1] If you’re not sure what an RMD is, or you want to make sure you’ve got your info correct ...
It's understandable if the rising expenses associated with retirement have you worried. The unpredictability of the market, coupled with soaring interest rates, has certainly created a climate of uncertainty.[1] One way to alleviate concerns about money in retirement is to contemplate the possibility of continuing to work in some form. While you might feel reluctant ...
This holiday season, you’re probably focused on spending time with family, buying gifts, and traveling to see your loved ones. But part of enjoying the holiday season is spending on those gifts and experiences. Although it’s reasonable to prefer not to think about money this time of year, the extra holiday spending can take a ...
Are you confident that your retirement savings are going to be enough? Have you put aside anything at all for your golden years? If the response to these inquiries is no, our consultants might have solutions to help you restructure your retirement strategy. Here's what they suggest to enhance your nest egg for retirement: Take ...
Retirement is a multi-stage process. The duration and the financial approach to each stage will vary for each individual, making it an intricate subject. However, dissecting it into separate stages can help you understand and execute a smart retirement strategy. In this piece, we will explore every stage of retirement and highlight significant financial events ...
Retirement may be something you’re planning for with a partner. If you are married or are living with someone and you’re both heading into retirement together, there are a lot of things that you’ll need to consider. After all, you’re not just planning for yourself; you’re planning two retirements together! This means you’ll have additional ...
The SECURE Act 2.0 was a major change in legislation passed in 2022 that drastically affected many areas of retirement planning.[1] It changed rules for many aspects of financial planning concerning retirement, but some of the most important changes were that it: Pushed back the age of RMDs[1] Changed some rules for catch-up contributions[1] Changed ...
If you find yourself with a traditional IRA account for your retirement, it can occasionally be useful to convert your account to a Roth IRA. The key difference between these accounts is that a traditional IRA is taxed when it is withdrawn, whereas a Roth IRA is taxed before the money is put into the ...
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