Retirement

Are you over 50 and thinking of retiring?  Do you know what your options are in the area of retirement?  Well I hope that you at least are saving in some form for your eventual retirement.  Most [...]

Are all states equal when it comes to taxes and retirement?  The answer may surprise you and may have you double thinking where it is you want to spend your retirement years.  Regardless of where [...]

Do you own an IRA?  Depending on how you became the owner of that IRA will dictate how you must make withdrawals from the IRA.  As is the case with all traditional IRA’s Uncle Sam wants his share [...]

Are you planning your retirement?  Will you be retiring in the next 20 to 30 years?  If you are indeed planning your retirement and it will be in the 20 to 30 year time frame there are some [...]

Are you a federal employee or a uniformed service member?  If you answered yes do you participate in the Thrift Savings Plan (TSP)?  I have recently written an eBooklet on the TSP that is [...]

Do you have permanent life insurance and normally give to charity?  Are you in a position where you may not need the proceeds of a life insurance policy?  If so you may consider donating your [...]

Are you nearing retirement?  Do you have a lot of debt going into retirement?  There are some steps you can take to make sure your retirement is one that is debt free.  That is the best way to [...]

Are you at the age where retirement is a real possibility?  Are you looking at the size of your retirement accounts and figuring you are all set?  If you are going to retire in the next few years [...]

Do you contribute to an IRA on an annual basis?  When in the year do you contribute?  Are you one to make your contribution early in January or do you wait until closer to the tax and [...]

Are you a married couple about to enter your golden retirement years?  Is Social Security going to be a main component of your retirement income?  If you answer yes to one or both of these there [...]