Archives

For those of you who are in your retirement years or approaching the all-important age, 70 ½ here are some helpful tips concerning certain retirement accounts. With the exception of ROTH [...]

Last week we looked at 401(k) maintenance and how your choices can affect your retirement accounts. But investing in a 401(k) is not the only way for people to save for retirement. Depending on [...]

Your finances do not have to be complicated for them to be successful. In fact, the simpler you do keep things, the better off you can be in the long run. That is why at KG Meyer, PC, we say, [...]

Should you take your Social Security benefits at age 62, full retirement age or even age 70? As a financial planner and Registered Social Security Analyst (RSSA), I can honestly say that there is [...]

Investing does not have to be an extremely complicated matter. For some, it may be more daunting than it is for others. If you are not someone who thinks that they can go the financial roads [...]

Are you recently retired and have a company-sponsored 401(k)? Then you may be asking yourself what you should do with the funds in that account. Well, luckily for you there are a few options [...]

With college and high school graduations going on right now, it is extremely important for all of you young graduates to consider planning for your retirement. Yes, I know what you are thinking, [...]

How much of a difference can $5,000 make? Over time, especially decades, that can mean some serious money to a retirement account. In 2019 the IRS increased the limits on the annual contributions [...]

So far this year I have written posts on taxes and how the tax tables as withholding too little from most paychecks, for more information see 2018 & 2019 Income Taxes. Then last week I did a [...]

In today’s world of corporate America, it is increasingly left to the individuals to fund their retirement. Basically, gone are the days of company pensions of defined benefit plans, and we are [...]