Posts by GRA News Blog
5 tips when retiring amid market volatility
A recent 2023 Retirement Confidence Survey by the Employee Benefit Research Institute highlighted that only 27% of retirees hold strong confidence in their retirement comfort. Worries include the challenge of…
Read MoreTaxes Make Exiting Your Family-Owned Business Difficult
Embodiment of the American Dream: Crafting a Legacy as a Family-Centric Entrepreneur. A thriving business isn’t just a source of personal pride; it becomes the foundation of your retirement wealth…
Read MoreThis janitor in Vermont built an $8M fortune without anyone around him knowing. Here are the 2 simple techniques that made Ronald Read rich — and can do the same for you
As skeptics ponder the simplicity, the story of Ronald Read—an unassuming Vermont retiree—stands as a testament to the power of ordinary, masterfully executed actions. His unremarkable life belied an astonishing…
Read MoreNearly 5 million Americans ‘left behind’ a shocking $300 billion in ‘forgotten’ accounts between 2021 and 2023 — how to avoid putting your retirement nest egg at serious risk
Discover the Costly Mistake Robbing Millions of Americans: Overlooking the Impact of Abandoned 401(k)s During Job Changes. While 401(k) plans with employer matches are alluring, a substantial number of individuals…
Read MoreInherited IRAs Have New Rules Again. What You Need to Know.
The aftermath of the 2019 Secure Act’s removal of the ‘stretch IRA’ has caused perplexity, transforming the landscape for non-spouse beneficiaries who previously leveraged lifetime distributions for extended tax benefits.…
Read MoreAretha Franklin’s Will Drama Is Over
The dramatic family feud surrounding Aretha Franklin’s will reaches resolution as a Michigan jury validates a handwritten document discovered among her belongings, settling the matter after a swift two-day trial…
Read More7 Ways to Squeeze More Money Out of Social Security for Life
Despite an average monthly Social Security benefit of $1,787 as of May 2023, strategic planning can help to maximize these payments. Explore key strategies for optimizing your Social Security benefits…
Read MoreThe more you have, the more you gain: How homeownership and stocks contribute to the wealth gap in America
In a study conducted in 2021, striking disparities in the unbanked rates between racial and ethnic households emerged transcending income levels. This survey analysis delves into the key findings, shedding…
Read MoreHow to Retire Better, From Retirees Who Learned the Hard Way
Countless Americans retire daily, only to find themselves lacking in finances, social connections, and fulfilling plans. Don’t wait for hindsight to guide your retirement journey – seize the opportunity to…
Read MoreHere’s What It Looks Like When Americans Retire Overseas
While the exact number of Americans retiring abroad remains uncertain, a significant increase is evident. Discover the realities of retiring abroad and uncover valuable insights to make your international retirement…
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