Many people who have met with a financial professional and estate planning attorney have a well-thought-out plan in place to transfer assets to their beneficiaries…
If you expect to be in a high tax bracket in retirement, you may consider allocating your retirement assets in a variety of different types…
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…
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…
Many people are under the assumption that when they no longer earn the wage they made during their working years they will automatically fall into…
In my first post I discussed the first two of five key perils I think are important to consider when you’re approaching retirement or are…
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds? Traditional IRAs and most employer-sponsored retirement plans are tax-deferred accounts, which means they are…
What Is an IRA Rollover? If you leave a job or retire, you might want to transfer the money you’ve invested in one or more…
What Is a Required Minimum Distribution? A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a…
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 such…