Could taxes go up in the near future? How will that effect your retirement?
Author: Jonathan
Something To Keep In Mind With RMDs and Pensions…
A lump sum payment from a pension can sound enticing, but you need to understand that an RMD might still need to come out of it.
What Would You Do With a Million Dollar Nest Egg?
Having a seven-figure nest egg when you retire is not out of the realm of possibility for many Americans.
Thinking QCD in 2021? Consider the Advantages This Year!
There are certain advantages to making Qualified Charitable Distributions in 2021 than there were in years prior and may not be again. Maybe you should take advantage of them.
Trusts as an Estate Planning Tool
Have you considered setting up a trust to help control your assets in the future?
The Age-55 Rule and You
If you are considering retiring between the ages of 55 and 60, you may want to read up on how you can tap into funds in your employer accounts.
Could Student Loans Derail Your Retirement?
Don’t let student loan debt take an outsized role in your retirement. Make sure you understand what it means to take such debt into retirement.
Unpredictability and Retirement
Life can take some expected twists and turns as you move towards retirement, so don’t be afraid to change with it.
The Great Crypto Question
Crypto may be the future, but is it right for your retirement savings at this moment?
Could Climate Change Affect Your Retirement?
It might not be top-of-mind, but you may want to consider the impact that climate changes and trends could have on your retirement plans.