Convert Savings Into Retirement Income
How Do You Convert Savings into Retirement Income? How to turn retirement savings accounts into a steady income stream is one of the most crucial questions most people will want …
Tax Free Retirement
Is There Such Thing as a Tax Free Retirement? “I’m going to sell my house and buy a condo on the beach!” “I’m going to buy my dream car!” “We’re …
Why Are Retirees Leaving Money in Their 401k Plans
Why Are Retirees Leaving Their 401K Money With Their Former Employer’s Plan? “It’s your money! You get to decide what to do with it!”, is what my husband recently said …
Save Taxes In Retirement
Does the Rapid Market Recovery Signal a Missed Opportunity to Save Taxes in Retirement? The Market Drop May Have Been a Huge Opportunity for a Tax-Free Retirement Sheltering in place …
Secure Act Changes to Retirement Plans
The most sweeping legislative tax or retirement reform in over a decade became active on January 1st, 2020. For some, it may help prepare for retirement, but for others, it may not have a positive impact at all. Those that will be hurt the most are likely those that don’t understand the new changes and how to adjust. As with any change, The SECURE Act may reveal new opportunities with a new retirement strategy.
Climbing a 401k Rollover
Climbing a 401K Rollover: Q & A K2 is the name of the second highest mountain in the world. Located on the boarder of China and Pakistan, it is considered …
Is It Enough Money to Retire?
“How Much Will I Need to Retire?” When it comes to retirement planning, it’s my quest to help people realize their retirement goals. Often, when people come to see me, …
How Could the New Tax Plan Affect My 401K Options When I Retire?
You might have seen the news about how Trump’s initial tax plan might have affected IRA limits. It appears those changes did not make it into the final legislation, but …
Six Potential 401(k) Rollover Pitfalls
You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble free, there are …
Rollover Options When Changing Jobs: Take Your 401(k) and…Roll It!
If you’ve lost your job or are changing jobs, you may be wondering what to do with your 401(k). It is important to understand your options. I’ve seen situations that …