Expert Retirement Planning

Retirement Planning Know-How from the Experts.

 

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1. How is your 401(k) taxed?
(Content/Retirement Planning)
... If an employee earns $50,000 in a year and deposits $3000 into their 401k account during that year, they are only taxed on the remaining $47000. The IRS annually change the limits to pre-tax deductions, ...
2. How much should I save for Retirement
(Content/Retirement Planning)
... costs by assessing your current expenses, and then figuring out how they will change. For example, you can cut your commuting costs and mortgage repayments, but will need to allow for rising health care ...
3. How to plan for Retirement
(Content/Retirement Planning)
... Annuities, or TSAs. They are retirement plans for non-profit organizations that are similar to 401(k) plans. Investment options in 403(b) plans include annuities and mutual funds. Keogh Plans are retirement ...
4. Social Security and Retirement Planning
(Content/Retirement Planning)
... age at which they elect to receive social security benefits so they'll be able to receive a higher check each month. They won't start receiving benefits as early in life, but they'll get more money on ...
5. How Changing Jobs Can Affect 401(k) Plans
(Content/Retirement Planning)
... another one that pays slightly more, not realizing that they may be costing themselves thousands of dollars in retirement money. You might actually be surprised to find out that there's more to the fine ...
6. What You Might Not Know About Your 401(k)
(Content/Retirement Planning)
Do you know as much as you should about your 401(k) account? Many people who think they have all the facts about retirement planning and saving via a 401(k) are surprised to learn some basic truths about ...
7. Retirement Plan Progress Check
(Content/Retirement Planning)
... that they don't have as much money as they expected and need. Planning for retirement is an ongoing process. While you shouldn't treat your 401(k) like a short term investment, particularly when there's ...
8. Understanding Retirement Plan Rollovers
(Content/Retirement Planning)
... employers' 401(k) program. Talk to your financial planner about the best options for rolling over the funds so they can keep helping you make progress toward your retirement planning goals. If you don't ...
9. 5 Retirement Planning Tips
(Content/Retirement Planning)
... services are likely to be quite a bit more expensive in the years after you retire than they are in the present. 4. Be Realistic About Social Security Expectations No matter how much you may want to ...
10. What is a 401(k) Retirement Account?
(Content/Retirement Planning)
... deferred compensation programs, meaning that employees are putting money they earn today into the program for future use. Taxes are paid on the money that employees and their employers contribute once ...
Many people who think they can't afford to set money aside for retirement are surprised to learn about the tax benefits of retirement investing. It's true that putting money aside, in qualified retirement ...
... the kind of wealth they need to enjoy the retirement lifestyle of their dreams. The longer you wait to start saving for retirement, the less likely it is that you will be able to enjoy the financial freedom ...
... planning advisor doesn't offer life insurance polices, it's likely that he or she can help you understand the different types of policies and what they could mean to the financial security of your loved ...
14. Top 3 Reasons to Avoid Retirement Planning
(Content/Retirement Planning)
... money to fund a retirement home when your children have perfectly good homes of their own. Heck, I even gave my kids money to use to make down payments on their first homes. Did they really think that ...
15. Check Progress With a Retirement Plan Review
(Content/Retirement Planning)
... planning are often shocked to find out the balances of their accounts when they're ready to retire. A lucky few might be pleasantly surprised, but the vast majority of people who maintain a very hands-off ...
16. The Importance Of Health Insurance To Retirement
(Content/Retirement Planning)
Many of the individuals that are planning to retire in the future are under the assumption that most of their healthcare costs will be taken care of after they have retired from their job.  The reality ...
17. Top 5 Expert Retirement Planning Tips
(Content/Retirement Planning)
Retirement experts agree that they key to retirement planning is to actually make plans. The biggest, and unfortunately most common, retirement planning mistake is putting of making decisions and taking ...
... the money is withdrawn from the account. With a self-directed IRA, account owners have the hands-on ability to improve investment returns because they choose assets that are not publicly marketed. For ...
... training on reverse mortgages and is licensed in Alabama, Mississippi, and Florida. 1. What is a reverse mortgage? A reverse mortgage is a way for homeowners who are 62 or over to access equity they ...
20. Pay Less Tax Post-Retirement With a Roth IRA
(Content/Retirement Planning)
... distribution rule that applies to traditional IRA accounts. It’s possible for retirees to allow their Roth accounts to continue accruing tax-free interest for as long as they wish. Roth IRAs are also ...
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