Money Matters Retirement Retirees With a Guaranteed Income Are Happier & Live Longer By article Retirees who are surrounded by their family and friends – and who also have a substantial check coming in every … Read More→
Money Matters Retirement Two Ways to Get Lifetime Income By article To get a guaranteed lifetime income in retirement, you can annuitize an existing annuity when you’re ready to begin receiving … Read More→
Money Matters Retirement Does Your Retirement Plan Pass the 3-Point Check-Up? By article If you’re like most people, you started a retirement account like a 401(k) or IRA years ago because your employer … Read More→
Money Matters Retirement 3 Retirement Tax Traps and How to Avoid Them By article There was a time when older Americans received a lot of tax breaks, but no more. Congress and state and … Read More→
Money Matters Retirement Bear Market Plus Withdrawals in Retirement Can Cause Portfolio Death Spiral By article If you’re a retiree with an equity-heavy portfolio and have to make a withdrawal in a bear market during the … Read More→
Money Matters Retirement Navigating the 3 Stages of Retirement By article People often view retirement as just one more stage of life. But that’s not exactly the case. Retirement isn’t just … Read More→
Retirement As Retirement Age Creeps up, the Health of Those Close to Retirement is Getting Worse By article Ten years from now, Americans born in 1960 will be able to start collecting their full Social Security retirement check, … Read More→
Money Matters Retirement Delaying RMDs from Your IRA: There’s Only One Way to Do It By article When you reach age 70½, you must start taking required minimum distributions (RMDs) from your IRA, 401(k), SEP or other … Read More→
Money Matters Retirement Tax Deferral and Guarantees Make Annuities a Compelling Way to Save for Retirement By article If you’re contributing the annual maximum to your IRA and/or 401(k) plan, you’re ahead of most people. But tax-qualified contributions … Read More→
Money Matters Retirement Taking a 401(k) Loan Can Be a Smart Move By article Most financial planners say borrowing from your 401(k) is a bad idea, period. I disagree. Borrowing from your 401(k) plan … Read More→
Money Matters Retirement A Way to Cut Tax on Social Security Benefits By article About 40 percent of people who receive Social Security are required to pay taxes on at least a portion of … Read More→
Money Matters Retirement Rising Annuity Rates Benefit Retirement Portfolios By article Annuity rates have gone up a bit recently, according to AnnuityAdvantage’s database of 290 fixed annuities from 35 insurers. They … Read More→
Retirement How to Create a Fulfilling Retirement When Every Day Is Saturday By article It’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of … Read More→
Retirement Are You Leaving Your Beneficiaries a Tax Time Bomb? By article When it comes to retirement – and to passing on whatever wealth you’ve accumulated to a spouse or the next … Read More→
Money Matters Retirement Creating Your Own Pension By article Few people have enough income from Social Security and company pensions (which are less common now) to support their retirement … Read More→
Money Matters Retirement Retiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan By article People thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→
Retirement The Case Against Retirement That Has Nothing to Do with Finances By article Peer Pressure in your 50’s?! Really? My friends and I were sitting around a table at a restaurant in Scottsdale. … Read More→
Retirement A Life Insurance Policy Could Be Your Retirement Salvation By article Americans worry a lot about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs … Read More→