Category

Retirement

Retirement
October 20, 2021

Dealing with Debt

Debt can really throw a wrench in the plans of retirees or those who are nearing retirement. Credit card, mortgage, and tuition debt are some of the top reasons people…
Retirement
February 12, 2014

What Are SEP IRAs?

A simplified employee pension plan (SEP) is a deferred-compensation arrangement that is similar to a profit-sharing plan. It can be set up by employers and self-employed individuals, as well as…
Retirement
February 12, 2014

What Is a SIMPLE?

There are many types of employer-sponsored retirement plans. One that may appeal to small businesses and to self-employed individuals is the savings incentive match plan for employees of small employers…
Retirement
February 12, 2014

What Is a “Stretch” IRA?

Finding a method to leave a lasting legacy to your loved ones without increasing their tax burdens can be difficult and complicated. A “stretch” IRA may be a useful approach…