Helping you to reframe your financial decisions with foundational know-how.
Unlike traditional individual retirement accounts (IRAs), a Roth IRA does not reduce your taxable income. Contributions to a Roth IRA are made with after-tax dollars, which means they do not
If you are a high-income earner, your direct retirement contributions are limited by the Internal Revenue Service (IRS) when using traditional or Roth individual retirement accounts (IRAs). Using a strategy
An individual retirement account (IRA) is a tax-advantaged retirement account managed by an individual. It can be inherited like other assets, but the rules surrounding transferring IRAs to beneficiaries are
The average person changes jobs 12 times over their lifetime. If you invest in a 401K in each of the jobs, it can be challenging to keep track of where
With the decline of defined-benefit pension plans, most people plan to self-fund their retirement using a combination of Roth IRA and 401(k) plans, as well as Social Security benefits. These
The retirement bucket strategy involves dividing retirement savings into three buckets or categories: short-term, intermediate, and long-term. This 3-bucket strategy can help retirees maintain cash flow throughout retirement and determine
A preparing for retirement checklist can help increase your confidence when making this major life change. Many people approach retirement with a mix of emotions, including anxiety, excitement, and trepidation.
If you are eligible for Social Security benefits, you have options on when to collect them. You can collect them as early as age 62, at your designated retirement age
Many employers offer Roth and traditional 401(k) plans to help their employees save for retirement. These individual retirement accounts (IRAs) are funded using payroll deductions. Understanding the similarities and differences
Financial planning is essential for ensuring that you and your loved one’s financial needs are met throughout your lifetime and beyond. While just about anyone can set up shop as
Jessica has contributed to her employer-sponsored individual retirement account (IRA) plan for the last 15 years. She is making plans to quit her current job and move across the country
Social security benefits make up a large part of retirement planning, especially for married couples. With a little planning and help from your financial advisor, you and your spouse can
Suppose you just experienced a significant financial crisis, maybe an uninsured piece of property was destroyed, or your children are all in college at the same time. As a fiscally
Are you ready to start putting money aside for your future? An Individual Retirement Account (IRA) is one of the best ways to invest your money and watch it grow.
How many jobs have you had since you turned 18? If you’re like most Americans, you have had at least a handful. In fact, the average is around 11. At
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