Retirement Planning
What’s Your Retirement Number?
To cross the finish line when you want, find the right target for your retirement savings and follow our training regimen. As with most things, goals can be a motivational…
Read MoreThe Best Reason of All to Postpone Retirement
Everyone knows the financial arguments for why we should wait as long as possible to Social Security benefits: Your benefits increase by 8% for every year from age 62 to…
Read MoreWant in on the great retirement boom? Here are the five things you should know.
Early retirement sounds tempting, but the math can be a major reality check I laughed when my daughter recently said she was ready to retire. She’s 26. Of course, she…
Read More3 Social Security Strategies to Bankroll Your Retirement
Counting on Social Security? Here’s how to maximize your benefits. Key Points Social Security is an essential income source for many seniors. There are steps you can take to squeeze…
Read MoreTook Social Security Benefits Too Early? How to Undo It.
Many older Americans who lost their jobs early in the pandemic and claimed Social Security benefits before reaching their full retirement age are now working again and regret the decision…
Read More10 Ways You Could Avoid the 10% Early Retirement Penalty
You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age 59½ yet, so you could have to pay the IRS a 10%…
Read MoreWant a happy retirement? Here’s what experts say you need to do
Everyone wants to be happy in retirement. So what will it take to get there? It’s not just saving money, although that is key, according to certified financial planner Wes Moss,…
Read MorePlanning for retirement is hard, but you can do it, one step at a time
Get a grip on expenses and plan for a long life Retiring seems like an overwhelming prospect — because it is. You’re trying to save up enough money to last…
Read MoreWednesday Q&A What if you have Federal AND State retirement benefits?
What if you have Federal AND State retirement benefits? John in Covington asks Gregory if there’s any issues he needs to know about between his Federal retirement, and taking a…
Read MorePODCAST 41: Reilly’s Laws of Tax Planning
Links mentioned in episode: https://gregoryricks.com/reillys-laws-of-tax-planning/ Gregory mentions the IRS Listed Transactions: https://www.irs.gov/businesses/corporations/listed-transactions Check out our complimentary download, Tax Strategies for Retirement below. If you have any questions please give us…
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