_ Money Matters RetirementIs an Annuity a Good Choice for You? Here are the Questions to Ask By Sondra Forsyth articleAnnuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But they’re not … Read More→
_ Money Matters Retirement3 Factors That Can Keep Retirees Barely Hanging on Financially By Sondra Forsyth articleThey were an active and vibrant couple, determined that retirement wouldn’t slow them down. And it didn’t, at least not … Read More→
_ Money Matters RetirementWhen Retirement Is Just Around the Corner, These 3 Steps Can Help You Prepare By Sondra Forsyth articleIf looking ahead to retirement makes you a little nervous, you’re not alone. Nearly half of Americans (46 percent) who … Read More→
_ Money Matters RetirementBelieving Annuity Myths Can Hurt You By Sondra Forsyth articlePeople miss out on proven solutions to retirement saving and planning because they swallow myths and misconceptions. I HATE Annuities! … Read More→
_ Money Matters Retirement4 Ways to Reduce Risk in Your Retirement Plan By Sondra Forsyth articleMany people are worried about their retirement from a money perspective. According to a survey by Transamerica, most workers think … Read More→
_ RetirementWant to Travel Post-Retirement? Here Is How to Get Started By Sondra Forsyth articleWhen I was young, my parents loved to travel, and they always included my sister and me. That was the … Read More→
_ RetirementBeyond the Bucket List: 5 Tips for Reinvigorating the Retirement Paradigm By Sondra Forsyth articleBaby Boomers are heading into retirement in droves. Each day, about 10,000 close the doors to their offices for the last … Read More→
_ Money Matters RetirementRetirees With a Guaranteed Income Are Happier & Live Longer By Sondra Forsyth articleRetirees who are surrounded by their family and friends – and who also have a substantial check coming in every … Read More→
_ Money Matters RetirementTwo Ways to Get Lifetime Income By Sondra Forsyth articleTo get a guaranteed lifetime income in retirement, you can annuitize an existing annuity when you’re ready to begin receiving … Read More→
_ Money Matters RetirementDoes Your Retirement Plan Pass the 3-Point Check-Up? By Sondra Forsyth articleIf 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 Retirement3 Retirement Tax Traps and How to Avoid Them By Sondra Forsyth articleThere was a time when older Americans received a lot of tax breaks, but no more. Congress and state and … Read More→
_ Money Matters RetirementBear Market Plus Withdrawals in Retirement Can Cause Portfolio Death Spiral By Sondra Forsyth articleIf 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 RetirementNavigating the 3 Stages of Retirement By Sondra Forsyth articlePeople often view retirement as just one more stage of life. But that’s not exactly the case. Retirement isn’t just … Read More→
_ RetirementAs Retirement Age Creeps up, the Health of Those Close to Retirement is Getting Worse By Sondra Forsyth articleTen years from now, Americans born in 1960 will be able to start collecting their full Social Security retirement check, … Read More→
_ Money Matters RetirementDelaying RMDs from Your IRA: There’s Only One Way to Do It By Sondra Forsyth articleWhen you reach age 70½, you must start taking required minimum distributions (RMDs) from your IRA, 401(k), SEP or other … Read More→
_ Money Matters RetirementTax Deferral and Guarantees Make Annuities a Compelling Way to Save for Retirement By Sondra Forsyth articleIf 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 RetirementTaking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth articleMost 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 RetirementA Way to Cut Tax on Social Security Benefits By Sondra Forsyth articleAbout 40 percent of people who receive Social Security are required to pay taxes on at least a portion of … Read More→