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Posts of Category: Reaching Retirement
December 6, 2011 9:30 AM
What happens to an IRA when it is inherited by the account owner’s children? Myth: The account is gobbled up in a combination of estate taxes and income tax. Reality: Under present regulations that allow for a $5 million exemption Continue Reading »
Tags: Inherited IRA, IRA, IRA estate taxes
Posted in Financial Education, Reaching Retirement Leave a comment
Posted in Financial Education, Reaching Retirement Leave a comment
April 14, 2011 8:35 AM
Are you looking for a way to get your children or grandchildren introduced to saving and investing? If so, I have a strategy for you to consider. It may also help them to build a nest egg that will give Continue Reading »
Tags: Financial education, IRA, Kids and money
Posted in Financial Education, Reaching Retirement Leave a comment
Posted in Financial Education, Reaching Retirement Leave a comment
January 18, 2011 4:00 PM
A study by the Center for Retirement Research at Boston College concluded that Americans need to focus more on investment savings. It revealed that as of 2009, 41% of early Baby Boomers, 48% of late Boomers and 56% of Gen-Xers Continue Reading »
January 11, 2011 8:45 AM
Imagine someone offering you $10,000 per month for access to your property, so that they could extract a valuable natural resource deep underground. Sounds like good news, right? That’s an additional $120,000 in annual income! Your first instinct might be Continue Reading »
December 29, 2010 8:15 AM
I’ve read that people spend more time picking out a refrigerator or car than they do picking out benefit plans. As an employee benefits professional, I’d have to agree with that assessment. I’ve seen people’s income run out when they Continue Reading »
December 6, 2010 9:35 AM
After years of observing investor behavior, I find that many people do not make money in the stock market when trying to invest on their own. What are they missing? Often, a plan and the discipline that is necessary to Continue Reading »
November 30, 2010 8:45 AM
Lawmakers avoided making some key tax decisions before they left Washington to hit the campaign trail. There will be time in the lame duck session after the election, but if they take no action, the Bush tax cuts enacted in Continue Reading »
September 20, 2010 9:15 AM
It used to be that if you asked people when they were going to retire, the answer was easy: 65. Today, though, it’s best to develop a strategy on the timing of your retirement, taking into account your personal financial Continue Reading »
Tags: Financial Planning, Personal finance, Retirement
Posted in Reaching Retirement Leave a comment
Posted in Reaching Retirement Leave a comment
August 12, 2010 8:45 AM
The recession and its aftermath have led to periods of unemployment for many workers, in some cases for the first time in their careers. During these times, it is important to resist the temptation to withdraw money from any of Continue Reading »
July 28, 2010 11:30 AM
A common question in retirement planning is, “What type of IRA is best: a Traditional IRA or Roth IRA?” The next logical question is, “Does it make sense to convert a Traditional IRA to a Roth?” The answers, of course, Continue Reading »
Tags: Financial Planning, Investing, IRA, Retirement
Posted in Financial Education, Industry News, Reaching Retirement Leave a comment
Posted in Financial Education, Industry News, Reaching Retirement Leave a comment