Retirement

Raiding Your Retirement Funds? Here’s How to Avoid Hidden Tax Traps

While tapping a retirement plan for an early withdrawal should always be a last resort, it can be unavoidable. If your only option is to access funds held in tax-favored accounts like IRAs or 401(k)s, be careful. Click here to read more about early retirement withdrawals and potential tax penalties.

By |2025-02-27T13:34:56-05:00February 27th, 2025|Retirement|0 Comments

How to Vet the Financials of a Continuing-Care Retirement Community

Due diligence can be difficult thanks to the communities' complex business models, but prospective residents should review key metrics before buying.  Click here to read more.

By |2024-09-27T15:36:07-04:00September 27th, 2024|Retirement|Comments Off on How to Vet the Financials of a Continuing-Care Retirement Community

Changes in Retirement Savings Rules to Know Before Year’s End

New rules promote Roth Treatment of workers' investments and ease some RMD burdens, among other things. Click here to read more.

By |2024-09-12T12:16:50-04:00August 23rd, 2024|Retirement|Comments Off on Changes in Retirement Savings Rules to Know Before Year’s End

Retiring in the Next 5 Years? Avoid These Financial Mistakes

  Five years out from retirement? Financial mistakes in the few years before retirement can derail your plans. Click here to learn six common mistakes to avoid.

By |2024-05-06T15:03:06-04:00May 6th, 2024|Retirement|Comments Off on Retiring in the Next 5 Years? Avoid These Financial Mistakes

Here’s What Retirement Looks Like for Single Women in America

  . The risk of running out of money in retirement rises for those with lower pay, longer lives or no partner. Millions of single women wrestle with all three. Click here to read their stories.

By |2024-04-19T14:53:24-04:00April 19th, 2024|Retirement|Comments Off on Here’s What Retirement Looks Like for Single Women in America
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