Retirement

Retirement Is a Time to Downsize – and Not Just Stuff

The first year of retirement is often the most difficult. But it also can set the stage for how you'll fill the years ahead-both financially and psychologically.  Click here to read more.

By |2023-10-19T10:25:24-04:00October 7th, 2023|Retirement|Comments Off on Retirement Is a Time to Downsize – and Not Just Stuff

Roth vs Traditional 401(k): Where to Put Your Money for Retirement?

Many workers now have another option to save for their future.  Click here to read more.  

By |2023-09-18T14:12:33-04:00September 5th, 2023|401(k)/Roth 401(k), Retirement|Comments Off on Roth vs Traditional 401(k): Where to Put Your Money for Retirement?

How to Retire Better, from Retirees Who Learned The Hard Way

  Thousands of Americans retire every day short on cash, friendships, and plans. Click to Learn what some retirees would do differently if given a second chance.

By |2023-07-24T15:49:09-04:00July 24th, 2023|Retirement|Comments Off on How to Retire Better, from Retirees Who Learned The Hard Way

Here’s What Retirement Looks Like in America in Six Charts…….

From 401(k)s to healthcare, a look at how Americans spend time and money in retirement from the Wall Street Journal. Click here to discover more.

By |2023-04-14T11:39:48-04:00April 14th, 2023|Retirement, Social Security|Comments Off on Here’s What Retirement Looks Like in America in Six Charts…….

Traditional vs. Roth IRA

Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 27.3 million households.1 Both are IRAs. And yet, each is quite different. Up to certain limits, traditional IRAs allow individuals to make tax-deductible contributions into their account(s). Distributions from traditional IRAs are taxed as ordinary income, and if taken before age [...]

By |2022-11-17T11:16:33-05:00November 17th, 2022|IRA, Retirement|Comments Off on Traditional vs. Roth IRA
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