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Independence, Interdependence Go Hand in Hand

Independence, Interdependence Go Hand in Hand

December 29, 2015
Becker News, Uncategorized

The interdependence a steady job provides makes it difficult to just up and leave. The company you work for relies on you to provide your…

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The Retirement Red Zone

The Retirement Red Zone

August 28, 2015
Becker News, Common Retirement Concerns, Income Planning, Tax Planning

Are you in the Retirement Red Zone?  This is the period five years prior to your anticipated retirement date and five years following your retirement…

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Taxes and Your Retirement Plan

Taxes and Your Retirement Plan

February 21, 2015
Becker News, Tax Planning, Uncategorized

  What Is the Most Tax-Efficient Way to Take a Distribution from a Retirement Plan? If you receive a distribution from a qualified retirement plan…

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Annuities - The Good, Bad and Ugly

Annuities – The Good, Bad and Ugly

February 10, 2015
Common Retirement Concerns, Income Planning

Question:  Does an annuity make sense for a retiree? Answer:  If you use it properly!  If it serves a specific purpose to help you have…

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A Different Approach to a Looming Healthcare Challenge - ABLTC

A Different Approach to a Looming Healthcare Challenge – ABLTC

February 3, 2015
Common Retirement Concerns, Healthcare Planning, Long Term Care

We all know someone who has needed long-term care at some point in time.  In fact, of those who are currently 65, about 44% will use…

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