News Blog


GRA has compiled a news feed to keep you up-to-date on

the latest financial and retirement news that could affect your wallet

See the latest headlines below.

Your net worth will ‘go crazy’ once you pass this money milestone — even Charlie Munger said you can ‘ease off the gas’ once you get there. Here’s the magic number and how to hit it

By GRA News Blog | March 29, 2024

Discover the millionaire club’s gateway for young Americans through the power of compounding. Learn the pivotal role of the first…

The last chance for some retirees to avoid a 25% tax penalty is April 1

By GRA News Blog | April 10, 2023

If you turned 72 in 2022, the last chance for your first mandatory retirement plan withdrawal is April 1 — or you may face a…

Retirement savers can position for a ‘comeback’ after 2022 losses, says advisor. Here’s how

By GRA News Blog | April 7, 2023

Even though average retirement savers suffered heavy losses in 2022, retirees are now positioned to rebound and weather the next recession, experts say.   Enjoy…

Here’s What Happens at the IRS After You File Your Taxes

By GRA News Blog | April 6, 2023

New federal data shows that even with a huge increase in tax refund fraud, the IRS still needs weeks to process millions of individual returns.…

This type of annuity is ‘flying off the shelves.’ Here are 5 important things to know before you buy one.

By GRA News Blog | April 4, 2023

The financial products can be complicated and laden with high, hidden fees. But rising interest rates are now making a particular type of annuity —…

In Retirement, Many Crucial Questions Start With the Word ‘When’

By GRA News Blog | April 3, 2023

When you retire is a big decision, and it depends on many factors. However, there are some retirement timing questions that you need to ask…

Shred Your Bucket List: Why ‘Must-Do’ Travel Plans Are Ruining Your Vacations

By GRA News Blog | March 31, 2023

Too often, vacation imaginations become consumed by must-dos and bucket lists. Here’s how to leave behind the checklist and go for something a little more…

Figuring Out Your Life Expectancy Is Tough. How Not to Run Out of Money.

By GRA News Blog | March 30, 2023

Life expectancy calculations are always a moving target. But using them to plan your retirement budget can result in a shortfall down the road, especially…

Why you should buy everything with credit cards — provided you meet 1 condition

By GRA News Blog | March 28, 2023

Having multiple credit cards and playing the rewards game can save you hundreds of dollars each year — if you’re smart about how you use…

Don’t believe these 5 tax myths. Here’s what you need to know before you file this year’s return

By GRA News Blog | March 28, 2023

For many taxpayers, it may seem like the tax system is working against them. But it’s actually just working normally and following the rules. Here…

Capital-Gains Tax Rates and Tax Brackets

By GRA News Blog | March 28, 2023

The rules that apply to capital gains taxes are complex. The impact of these rules depends on factors such as your tax bracket and the…

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