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As we approach the end of the year, many of our financial reviews with clients focus on portfolio performance and potential tax loss harvesting. Of equal importance to review is a beneficiary audit. A beneficiary audit is a “check up”
Age 65 tended to be the standard retirement age back a generation or more ago. That was when working for a single company for 40 plus years and receiving a guaranteed lifetime pension during retirement were the norm. My, how
Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor influencing overall retirement confidence. But for many, a retirement savings goal that could reach $1 million or more may
Here's the dilemma You have a traditional 401(k) that contains both after tax and pre tax dollars. You'd like to receive a distribution from the plan and convert only the after tax dollars to a Roth IRA. By rolling over
If you’ve done the tough work of accumulating savings, you may be wondering how much can be safely withdrawn each year without running out of money in your lifetime. This is important to know since some folks hate to take
No matter what your age, your work based retirement savings plan can be a key component of your overall financial strategy. Following are some age based points to consider when determining how to put your plan to work for you.
Think back 40 or 50 years. Formulating personal and career goals often led to thoughts about training, education, career, family, community … How to best prepare oneself to achieve these goals? Yet, how many folks give as much thought to
One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If you were counting on your spouse's Social Security benefits to provide some of your retirement income, what
Approximately 10,000 Americans will retire every day for the next twenty years. Might you be one of them? Making a successful transition into retirement involves not only financial considerations but also emotional readiness. The former is fairly straightforward the latter
If you're asking this question, you probably have a 401(k) or other retirement plan through a former employer. The short answer is yes most retirement plans allow you to roll your plan funds over into an Individual Retirement Account (IRA)
Remember the days when it seemed like an eternity waiting those 1 2 years until we could drive …or vote …or graduate?Fast forward 40 or more years, and we are faced with a series of new, not nearly as exciting
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or
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