Should Your Child or Grandchild Have a Roth IRA?
While retirement might not be a high priority for young children, starting a Roth IRA early and making small contributions can go a long way over time.
Is a Testamentary, Dynasty, Incentive or Spendthrift Trust Right for Your Family?
Establishing a trust can be a prudent way to pass assets from one generation to the next since it addresses issues that may arise from transferring wealth outright.
How Tax-Efficient Will Your Withdraws be in Retirement? What’s Your R/D Factor™?
Our New Three-Legged Stool™ strategy and R/D Factor™ help us keep taxes lower for our clients in retirement
Review Your Social Security Records
By accessing your Social Security records online, you can verify that your benefit information is correct, update information, and receive information on estimated benefits based on your anticipated retirement date.
The Biggest Key to a Happy Retirement? Your Health
By exercising regularly, watching what you eat, and getting enough sleep, you can slow the aging process and feel healthier than ever before in retirement.
5 Ways to Take Advantage of the Market Downturn
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
What is YOUR Purpose in Retirement?
Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.
Congratulations! You’re Retired… Now What?
Once you retire from your job, you have a number of decisions to make—and a number of ways to spend your time. These guidelines will help you refine your priorities and manage this new phase of life.
In Successful Wealth Transfers, Trust May Be More Important than Trusts
Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.
One Year from Retirement? What You Should be Doing to Get Ready
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
As You Approach Retirement, How You Save is Extremely Important
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
Use the Ten Years Prior to Retirement to Position Yourself for Success
The 10-year period before you retire can matter more to your retirement success than any other.
Is a Loan from my 401(k) a Good Idea?
While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.
Will Changes to the Life Expectancy Tables for RMDs Make a Difference?
Since the majority of retirees take more than their RMD annually, new life expectancy tables should not have a significant impact.
Are Your Heirs Ready? 3 Lessons to Teach Children About Wealth Now
Steps you can take to help ensure that your wealth helps future generations.
The Alternative Minimum Tax and Form 6251
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
6 Ways to Help You Reach Your Retirement Goals
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Converting Paper U.S. Savings Bonds to Electronic Format
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
What should you do if your employer offers a lump-sum cash payout?
Learn how to weigh the benefits and drawbacks of taking a lump-sum cash payout from your pension plan.
Dos and Don’ts of Retirement Planning
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.
