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Retirement
How to Consolidate Your Retirement Accounts
Consolidating your retirement accounts can simplify your financial planning, reduce fees and provide a clearer…
IRS Grants Retirement Account Holders Ability to Withdraw $1,000 for Urgent Needs
It is easier to take up to $1,000 out of retirement plan savings to help…
How Mutual Funds Can Be Used for Retirement
Mutual funds are commonly used for retirement planning because they offer diversification, professional management and…
How Can a Trust Own an Annuity?
Annuities can offer a steady stream of income when you need it most, while trusts…
Can a Nursing Home Take Our Savings? We Have $350,000 in IRAs
A $350,000 account could be exhausted in just a few years if both members of…
What Happens If You Exceed the Roth IRA Income Limit?
The IRS puts annual income limits on a Roth IRA. When you exceed that limit,…
What Does Remarrying Do to Your Social Security Benefits?
If you are divorced and considering remarriage, you may be concerned about how this will…
I’m 70 Years Old With $1.2 Million in an IRA. Is It Too Late to Convert to a Roth IRA?
In retirement, it’s not too late to convert your money into a Roth IRA. The…
I’m Going to Get $2,800 Per Month in Social Security. How Do I Reduce My Taxes on It?
One of the biggest surprises would-be retirees face when planning their retirement finances is the…
What to Know Before Hiring an Advisor for Your Retirement Plan
Financial advisors who offer retirement planning services play an important role in the financial services…
6 Financial Planning Tips for Retirees
The key to maximizing your retirement will depend on your ability to select financial planning…
We’re 62 Years Old With $950k in IRAs. Is It Too Late to Convert to a Roth IRA?
Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA.…
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