6 myths about IRAs that clients can’t afford to believe
Many workers think hey are not allowed to contribute to a 401(k), a traditional IRA and a Roth IRA in the same year, which is untrue.
IRAs
How home buyers can tap an IRA penalty-free
First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.
How home buyers can tap an IRA penalty-free
First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.
What’s in and what’s out for retirees in 2017
More retirees are expected to join the gig economy and go on trips that offer unique experiences.
What’s in and what’s out for retirees in 2017
More retirees are expected to join the gig economy and go on trips that offer unique experiences.
How to turn $298 per month into $1 million nest egg
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
How to turn $298 per month into $1 million nest egg
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
How will employees spend their time in retirement
A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.
How will clients spend their time in retirement
A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.
What baby boomers need to know about RMDs
IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.
What baby boomers need to know about RMDs: Retirement Scan
IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.
Almost 8 in 10 Americans favor Social Security benefit cuts
79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.
3 financial risks that retirees underestimate
Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.
How long do U.S. retirees live compared to peers in other countries?
The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.
How long do U.S. retirees live compared to peers in other countries?
The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.
5 keys to a Social Security benefits strategy
Knowing full retirement age is a key to developing a claiming strategy that will enable pre-retirees to maximize Social Security benefit.
5 keys to a Social Security benefits strategy
Knowing full retirement age is a key to developing a claiming strategy that will enable pre-retirees to maximize Social Security benefit.
The big lesson from 2016 for retirement planning
Investors should learn to ignore market forecasts and predictions and stick to their comprehensive plan.
Are employees ready for shared medical appointments?
Retirees can hear different perspectives from other patients and learn more about their medical conditions.
Benefits Think 6 things to know about state auto-IRA programs
Employer role in these retirement savings plans is growing, says attorney Christine P. Roberts.
Christine Roberts
Mullen & Henzell LLP