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.

5 Unexpected Insights from Your Tax Return

By GRA News Blog | June 14, 2022

The tax deadline is behind us, but don’t put your return away just yet. This Kiplinger article gives five common areas to consider when reviewing…

Over 20% of 401(k) plan funds are lost or forgotten—here’s how to reclaim yours

By GRA News Blog | June 13, 2022

If you’re not at your old job, your old 401(k) shouldn’t be either. Learn how to find your old 401(k) in this article by CNBC.…

Five IRA Rules for Spouses

By GRA News Blog | June 11, 2022

Getting married means changing more things than just your last name. These changes include saving for retirement. Here are five IRA rules from Morningstar every…

Wednesday Q&A: Should I Continue to Contribute to My Retirement Plan in a Down Market?

By GRA News Blog | June 8, 2022

Should I Continue to Contribute to My Retirement Plan in a Down Market? Enjoy this clip from Winning at Life where Gregory answers Karen’s questions…

How Does Early Retirement Affect Social Security?

By GRA News Blog | June 7, 2022

Retiring early may be appealing for some, but there are some drawbacks. In this article, SmartAsset discusses what early retirement could mean for you.  …

Roth IRA conversion: 7 things to know

By GRA News Blog | June 6, 2022

Roth IRAs have benefits like tax-free growth potential and tax-free withdrawals in retirement, but is a Roth IRA right for you? Fidelity lists 7 things…

Retiring soon with a pension? Here’s how rising interest rates can affect your lump-sum benefits

By GRA News Blog | June 3, 2022

Retirees who are due a pension always have a big decision – lump sum or income. If you’re leaning towards the lump sum, you may…

3 Reasons You’ll Be Thankful You Used a Roth IRA

By GRA News Blog | June 3, 2022

Each retirement account is different and comes with its own perks. A commonly used account is a Roth IRA. In this article, The Motley Fool…

3 Reasons You Could Come to Regret Your Early Social Security Claim

By GRA News Blog | June 2, 2022

Full retirement age (FRA) for Social Security is between 66 and four months and 67 years old. However, some retirees don’t want until FRA and…

Wednesday Q&A: Should Venmo Be on Your Tax Returns?

By GRA News Blog | June 1, 2022

Should Venmo Be on Your Tax Returns? Taxes are already complicated enough, but do you need to worry about Venmo or other money-transferring platforms? In…

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