Retirement savers can position for a ‘comeback’ after 2022 losses, says advisor. Here’s how
Even though average retirement savers suffered heavy losses in 2022, retirees are now positioned to rebound and weather the next recession, experts say. Enjoy this complimentary download: By submitting…Read More
Here’s how much the average American 60-year-old holds in retirement savings — how does your nest egg compare?
In a year in which they’re supposed to be celebrating their most important birthdays, even American retirees — the recently retired, that is — may be surprised at how many…Read More
The 4% retirement spending rule may be too high. Could you get by on 1.9%?
The original 4% rule was based on a number of unrealistic assumptions about the investor and retirement period, such as using an average life expectancy for all retirees, not adjusting…Read More
What to Know About RMDs and Retirement Planning
The Wall Street Journal published an article titled “Retiree Panic Over RMDs, and It’s Only Going to Get Worse” Learn more about how these increased taxes will affect retirees like…Read More
How to use a Roth IRA as a retirement savings vehicle for a child
Many people think of Roth IRAs as a retirement-savings vehicle for adults. But children who earn income can also save for retirement using this tax-advantaged savings vehicle! Enjoy this…Read More
Wednesday Q&A: What’s the Answer to Inflation
What’s the Answer to Inflation? As 2022 is coming to a close, we still see inflation causing pain points in the market but what does one do to combat inflation?…Read More
Wednesday Q&A: Why are Many Americans Are Living Paycheck to Paycheck?
Why are Many Americans Living Paycheck to Paycheck? If you are living paycheck to paycheck, rest assured, you are not alone because nearly two-thirds of Americans are in a similar…Read More
Consider These Pros and Cons of a Backdoor Roth IRA
A backdoor Roth IRA strategy can be a powerful savings tool to grow your investments tax-free. Take a moment to examine these valuable considerations before utilizing this approach. Enjoy…Read More
3 Times You Should Claim Social Security Benefits Early — and 3 Times You Shouldn’t
After spending your entire working life paying into the Social Security System, selecting the best time to claim benefits will have a lasting impact throughout your retirement years. Learn the…Read More
Thinking about a Roth conversion? If you have an IRA, consider this ‘bear market bonus’
The benefits of Roth IRAs cannot be overstated, and this year’s market downturn may be an opportune time to take advantage of the benefits that a Roth Conversion has to…Read More