Should You Put Your Kids’ Education ahead of Your Retirement?
If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…
Read more
The History of Retirement
The Pension Era 13 BCE through 401(k) Era Present
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Blurbs: There are…
Traditional vs Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. The reason withdrawals…
Catch-Up Contributions
A recent survey found that 18% or people were very confident about having enough money to live comfortably through their…
Orchestrating Your Retirement Accounts
An orchestra is merely a collection of instruments, each of which brings a unique sound. It is only when a…
Building Your Nest Egg
There are many different approaches you may take for planning ahead for your retirement, and building your nest egg takes…
Optimizing Your Social Security Payout
In 2014, social security benefits made up 39% of the income of the elderly (on average), totaling nearly $863 billion**….
New Year Means New Rules for IRAs
The dropping of the big ball on New Year’s Eve usually means resolutions, bowl games, and eating black-eyes-peas for good luck….
Retirement Planning: A Recipe For Success
Planning your investments to build a retirement fund can be a dizzying prospect. The various questions and options and details…