Retirement

Required Minimum Distributions or RMD’s and what you need to know. The RMD’s are extremely important to people who have reached age 70 and ½ due to their complexity and tax consequences. And yes [...]

Are you prepared for retirement? Do you know how much of your income you need to replace? Most people think that they will need to replace about 80% of their pre-retirement income. While this may [...]

Do you receive Social Security? Are you one of the approximate 59 million Americans who receives Social Security? These benefits are paid to nine out of ten Americans over the age of 65. And it [...]

Are you thinking of your retirement? If so, chances are you may be like may and are a bit confused by all of the choices, terms, and amounts involved with these accounts. Let us face it; the [...]

Are you considering buying an annuity? Are you concerned about interest rates and how that may affect your annuity? If so you are not alone in these concerns. And this is an area where a good [...]

As people near retirement, they need to be aware of their investment portfolios. While the old way of thinking may not be appropriate anymore, with retirees getting out of the stock market [...]

Do you have a 401(k) account? If so there are some key aspects that you may need to consider when you manage your portfolio. No matter what if your company offers an attractive 401(k) you should [...]

There are some steps that anyone can take that will help ensure that they will have an extremely successful retirement. So what are these steps that you need to take? We will examine what these [...]

While tax season has come and gone this year, it is never too early to start planning for a conversion from a traditional IRA to a ROTH IRA. Depending on your situation will dictate if you would [...]

Many people think retirement is something that just happens. People, especially millennials, plan on funding their retirement by luck or inheritance. This is no way in which to begin even to try [...]