Retirement
To Withdraw Money From an IRA Without a Penalty, Try a ‘72(t)’ Plan—but Carefully
Do you need to pull money from your IRA and you are under 59 1/2, there are some exceptions that may allow you to do so without incurring penalties from…
Read MorePlanning to Retire in the Next 3-5 Years? What to Consider Today
 As the retirement window approaches, this Kiplinger article showcases some of the big ticket items that should be at the forefront of your mind. Enjoy this complimentary download:…
Read MoreRules for Roth IRAs: Can you have more than one?
With Roth IRAs coming with so many tax advantages, is it possible to be utilizing more than one in your retirement plan? In this article, CBS explains how a Roth…
Read MoreThink You Won’t Regret Claiming Social Security at 62? Think Again
Are you spending your 62nd birthday signing up for Social Security? You may want to reconsider because according to The Motley Fool, many people regret claiming their benefits too early.…
Read MoreShould you buy an annuity as rates start to rise?
In this article, MoneyWeek discusses three key factors to think about when considering the purchase of an annuity. Enjoy this complimentary download: By submitting your contact information, you…
Read More7 financial planning steps to take in the decade before retirement
Planning on retiring in the next 10 years? MarketWatch says you should take these 7 steps before you do so. Enjoy this complimentary download: By submitting your contact information,…
Read MoreSocial Security: 8 Must-Know Facts About Your Benefits
Kiplinger shares 8 facts worth knowing when it comes to Social Security and your benefits. Enjoy this complimentary download: By submitting your contact information, you consent to be contacted…
Read MorePodcast 93: Can I Claim My Ex-Spouse’s Social Security Benefits?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.…
Read MoreNew Rules for Rollover Retirement Accounts Kick In
Advisors now face new requirements when handling retirement portfolios to ensure that they are giving advice in their clients’ best interest according to this article by Barron’s. Enjoy this…
Read MoreRetirees, Make These Midyear Moves to Cut Next Year’s Tax Bill
In addition to all your summer activities, you may want to add one more: prepare for next year’s tax return. Enjoy this complimentary download: By submitting your contact information,…
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