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.

Four Reasons to Consider Doing Partial Roth IRA Conversions Now

By GRA News Blog | January 9, 2024

Your lifelong financial companion: Taxes. If you’ve amassed a substantial IRA, navigating this expense is crucial. Despite hopes for lower taxes, the reality, with over…

The biggest mistake you can make when going on a cruise happens before embarkation

By GRA News Blog | January 8, 2024

Navigate the skies wisely for your cruise adventure! Booking airline tickets may seem straightforward, but don’t switch off your brain just yet. Beverly Rasmussen’s experience…

Are You Taking Too Much Risk in Retirement?

By GRA News Blog | January 5, 2024

The retirement fear we all share: running out of money. Whether it’s $1 million or $2 million, the worry persists. Market volatility adds to the…

The IRS is auditing the rich. Can you fly under the radar if you’re not wealthy?

By GRA News Blog | January 4, 2024

IRS sets sights on high-earners: Unpacking the recent crackdown initiative. Amidst the shift, the IRS emphasizes the legal distinction between tax avoidance and evasion. In…

Next year, you can put more money away for retirement and get a tax break

By GRA News Blog | January 2, 2024

Boost your retirement savings in 2024! The IRS has announced an increase in the 401(k) contribution limit to $23,000, up from the current $22,500. Individuals…

How to Know When It’s Time to Retire

By GRA News Blog | January 1, 2024

Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services job, the increasing demands and…

Are You Ready to Retire? Find Out With This 10-Item Checklist

By GRA News Blog | December 29, 2023

Navigating the retirement decision: As people enter their 60s, the question of when to retire becomes a common concern. Beyond financial considerations, the transition involves…

5 reasons why retirees should buy long-term care insurance

By GRA News Blog | December 28, 2023

Embrace the joy of retirement with a smart plan for the future! While the prospect of aging care expenses can be daunting, investing in a…

How to prepare for the ‘survivor’s penalty’ before a spouse passes

By GRA News Blog | December 26, 2023

Many older women outlive their spouses and may not anticipate higher future taxes after such a loss. Financial experts suggest proactive measures to navigate this…

The 4% Rule for Retirement Is Back

By GRA News Blog | December 25, 2023

Encouraging news for prospective retirees: The 4% rule is back! Thanks to higher interest rates and bond yields, new retirees can potentially spend 4% of…

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