October 20, 2021
Everything You Need to Know About Long Term Care Insurance
Recent data has shown that roughly half of Americans have medical bill problems or are paying medical debt.
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…
October 20, 2021
When Should I Take Distributions from My Retirement Account?
Hopefully, by the time you are near retiring or are retired, you will have enough money in your retirement accounts to comfortably live off of.
October 19, 2021
When Should I Take Social Security Benefits?
You can begin taking Social Security as early as age 62, but there is an incentive to wait if possible. If you do wait until “full retirement age” (which will…
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…
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…
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…
