_ Retirement Want to Travel Post-Retirement? Here Is How to Get Started By Sondra Forsyth article When I was young, my parents loved to travel, and they always included my sister and me. That was the … Read More→
_ Retirement Beyond the Bucket List: 5 Tips for Reinvigorating the Retirement Paradigm By Sondra Forsyth article Baby Boomers are┬áheading into retirement in droves. Each day, about 10,000 close the doors to their offices for the last … Read More→
_ Money Matters Retirement Retirees With a Guaranteed Income Are Happier & Live Longer By Sondra Forsyth 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 Sondra Forsyth article To get a guaranteed lifetime income in retirement, you can annuitize an existing annuity when youΓÇÖre ready to begin receiving … Read More→
_ Money Matters Retirement Does Your Retirement Plan Pass the 3-Point Check-Up? By Sondra Forsyth 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 Sondra Forsyth 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 Sondra Forsyth article If youΓÇÖre 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 Sondra Forsyth article People often view retirement as just one more stage of life. But thatΓÇÖs not exactly the case. Retirement isnΓÇÖt just … Read More→
_ Retirement As Retirement Age Creeps up, the Health of Those Close to Retirement is Getting Worse By Sondra Forsyth 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: ThereΓÇÖs Only One Way to Do It By Sondra Forsyth article When you reach age 70┬╜, 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 Sondra Forsyth article If youΓÇÖre contributing the annual maximum to your IRA and/or 401(k) plan, youΓÇÖre ahead of most people. But tax-qualified contributions … Read More→
_ Money Matters Retirement Taking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth 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 Sondra Forsyth 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 Sondra Forsyth article Annuity rates have gone up a bit recently, according to AnnuityAdvantageΓÇÖs database of 290 fixed annuities from 35 insurers. They … Read More→
_ Retirement How to Create a Fulfilling Retirement When Every Day Is Saturday By Sondra Forsyth article ItΓÇÖs 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 Sondra Forsyth article When it comes to retirement ΓÇô and to passing on whatever wealth youΓÇÖve accumulated to a spouse or the next … Read More→
_ Money Matters Retirement Creating Your Own Pension By Sondra Forsyth 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 Sondra Forsyth article People thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→