Retirement Blog Category

6
Feb
Retirement

Important Changes to the Tax Code for Retirement Accounts

As part of the spending bill passed by Congress and signed by the President in December 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019 (otherwise known ...

14
Mar
Retirement

OK, Do I Claim My Social Security Benefits Now?

“Deciding to take benefits that early is only advantageous for limited situations, according to financial advisors.” If you’re getting ready to retire, you’re probably already thinking about when to claim ...

14
Mar
Retirement

What Are the Details for Roth IRA Contributions This Year?

For 2019, the yearly maximum on Roth IRA contributions is $6,000, and if you are over 50 that’s increased to $7,000 with the possibility of an additional $1,000 per year ...

14
Mar
Retirement

Are You Ready for Retirement? Review This Checklist

“Retirement is coming quicker than you think. Take these eight essential steps to achieve success.” How do know when you’ll be ready for retirement? The Center for Retirement Research at ...

14
Mar
Retirement

Giggers Need to Save For Retirement!

“While most Americans haven’t saved enough for retirement—GOBankingRates reports that 42 percent of us have less than $10,000 saved and expect to retire “broke”—the future for freelancers looks especially bleak.” ...

14
Mar
Retirement

What is the Top State for Retirement?

“How do you choose where to retire?” People nearing or just beginning their retirement may have plenty of life experience under their belts, but many are enjoying at least one ...

14
Mar
Retirement

Do Your Retirement Plans Include Working, While Collecting Social Security?

“Are you considering working, while collecting Social Security as part of your retirement? Even if you’re thinking about occasionally working part-time, when it comes to working and earning Social Security, ...

14
Mar
Retirement

Should I Wait to Claim My Social Security?

“Waiting to take Social Security is a Janus-like dilemma. You’ll receive a higher benefit, but it will cost you if you need to withdraw money from your portfolio.” Forbes’ recent ...

14
Mar
Retirement

How Will My Retirement Affect My Children?

“Your retirement could have an impact on your children, especially if you plan to move or are helping them financially.” Baby boomer parents need to add an item to their ...

14
Mar
Retirement

Tips For Parents To Help Their Kids Get Started With Retirement Planning

“Retirement planning ranks low as a priority for many young people in the early stages of their careers.” For recent college graduates entering the workforce, priorities include bills, rent and ...

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