Contribution Limits for 2024
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
Extended Care: No Decision Is a Decision
There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.
Can an HSA Account Play a Role in Retirement?
The secret is out on health savings accounts (HSA), and people of all ages are starting to embrace them as a way to pay for healthcare expenses.
What to Consider When Taking Retirement Distributions
When it comes to taking distributions from retirement accounts, the most important concept to understand is that there’s no “one-size-fits-all” approach.
Rules of a Rollover
Whether you are starting a new job or getting ready to retire, you’ll have to make a decision about what to do with your retirement plan.
LAWMAKERS EMBRACE THE ROTH IRA
When our nation’s lawmakers updated the retirement rules in late 2022, they “tilted the table” a bit toward Roth Individual Retirement Accounts (IRA), providing several updates that make them more accessible to individual investors.
HOW LONG SHOULD I KEEP FINANCIAL DOCUMENTS?
When it comes to financial documents, two types of people
tend to exist–Oscars and Felixes, like the characters in Neil Simon’s “The Odd Couple.” The Felix record-keeper tends to be neatly organized, whereas the Oscar tends to be a bit jumbled.
Retirement Rules Approved By Lawmakers
In the final days of 2022, our nation’s
lawmakers came together and approved a slate of changes designed to help Americans save more for retirement.
Contribution Limits For 2023
Not much good can come from a period of high inflation.
However, if you had to search for a silver lining, it is that the Internal Revenue Service in late 2022 announced historic increases in the contribution limits for retirement plans.1
Myths And Facts About Social Security
Social Security is an important source of retirement income for most Americans. Here are the biggest myths and facts about Social Security, retirement savings, and pension.
