All posts in Retirement Plans

Retirees Should Check Withholdings…or Else…

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Retired man and woman meeting with an advisor

According to a recent announcement by the IRS, retirees might not be withholding enough for taxes this year. This is due to vast tax changes in 2018, making old withholding Read more

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Be Tax Wise When Withdrawing Your Retirement Savings

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retirement planning

You’ve spent years saving for retirement, but now it’s time to plan the best way to manage your retirement savings withdrawals. Here is a potential method to help maximize your Read more

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Planning To Retire? Consider Transferring Your Business To Your Employees

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Even the most dedicated small business owners eventually want to retire. But succession planning can be tricky. If a transfer to an outside party isn’t feasible, an alternative is to Read more

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Deciding When to Start Collecting Social Security Benefits

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If you’re approaching retirement age and will qualify for social security, you’ll need to decide when to start collecting. You can begin as early as age 62 or as late Read more

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Developing an Estate Plan to Lay Out Your Intentions

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Last will and testament

If you own assets that you’d like to leave to a loved one, you have an estate. But without a plan, your state of residence will choose your heir — Read more

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Planning Now for Future Long-Term Care Costs

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Do you have a plan to pay for long term care?

According to the U.S. Department of Health and Human Services, nearly 70% of people turning age 65 will require long-term care, such as assistance with basic personal activities during their Read more

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Self-Employed? You Need to Start Saving for Retirement

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Money saved for retirement

If you’re self-employed, retirement may be the last thing on your mind. When financial gurus recommend setting aside 15-20% of your income toward retirement, your eyes may glaze over. After Read more

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Include a Reality Check in Your Countdown to Retirement

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Retirement-Calculator-And-Glasses

If you are approaching retirement, it’s a good idea to review your finances and develop a strategy for your final working years. Take the time now to perform a reality Read more

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Does your business offer a retirement plan for employees? If not, consider setting one up. A retirement plan may be beneficial for several reasons. It can help you to recruit Read more

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If you’re quitting your job for another position or retiring completely, you probably have a zillion things on your mind. But don’t forget about the assets in your 401(k) plan Read more

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