Where is Your Money Taking You?


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Posts — Category: Retirement Planning

Life Insurance When You Retire
InsuranceRetirement Planning

Consider Keeping Your Life Insurance When You Retire

Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown and the need to help protect the household against

Tax Efficiency
Retirement PlanningTax Planning

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans?

Traditional IRA vs. Roth IRA
Investment StrategiesRetirement Planning

Traditional IRA vs. Roth IRA

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in