by lportee53 | Jul 17, 2024 | Retirement, Savings
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position...
by lportee53 | Jun 5, 2024 | Retirement
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 41 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 32 million households.1 Both...
by lportee53 | May 22, 2024 | Retirement
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
by CambridgeSource | May 15, 2024 | Retirement
Choosing A Retirement Plan That Fits Your Business To choose a plan, it’s important to ask yourself four key questions. If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are...
by calford | Feb 7, 2024 | Financial Planning, Retirement
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement...
by calford | Feb 7, 2024 | IRA Contributions, Retirement
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that...
