Category Archives: Retirement
A One-Year Checklist to Retirement
One of the biggest lessons of the recent economy is that many people who thought they were financially ready for retirement…weren’t.
Watch Those Beneficiary Designations
We all want to live a long and productive life, with our retirement account landing at zero as we take our final breath. But of course it rarely works out that way. So when was the last time you reviewed … Continue reading
Are You Strangling The Goose That Lays The Golden Eggs?
If you’re like many retirees—or those soon to be retired—your investment portfolio has probably taken a big hit in the recent market meltdown. Even traditionally conservative investments such as municipal bonds and dividend-paying preferred stocks have behaved in unusual ways. … Continue reading
New Roth IRA Rules Open Doors For Taxpayers
A convergence of factors in 2010—tax deferral, no income limitations, and lower IRA balances due to market declines—is creating a potential opportunity to win in the income tax game.