Where is Your Money Taking You?
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Posts — Category: Retirement Planning
The Role of Annuities in Retirement: Creating Guaranteed Income for Life
Retirement is a chapter many eagerly anticipate, yet planning for it can sometimes feel daunting. How do you ensure you won’t outlive your savings? That’s where annuities come into play.
Sep, 05 2024
A Step-by-Step Approach to the Retirement Bucket Strategy
Retirement can feel like a financial puzzle. How do you make your money last while still enjoying life? Traditional methods might leave you worried about outliving your savings or missing
Sep, 04 2024
CD Ladder for Retirement Income: Strategies, Benefits, and Steps
Are you looking for a reliable way to generate steady income during retirement? A CD ladder for retirement income might be the solution. This strategy involves spreading your money across
Aug, 30 2024
Understanding SEP IRAs
Are you approaching retirement age and considering your options for a secure financial future? If you’re a small business owner or self-employed, a Simplified Employee Pension Individual Retirement Account (SEP
Aug, 29 2024
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Understanding How MAGI Impacts Your Retirement Strategy: A Simple Guide
Modified Adjusted Gross Income (MAGI) determines your eligibility for key tax benefits, impacting your tax efficiency, and overall influencing your retirement planning. It’s an adjusted version of your gross income
Aug, 26 2024
IRA vs. 401(k): Which Is Better for Your Retirement?
Retirement is no longer a distant dream—it’s right around the corner. If you’re wondering how to make the most of your golden years, it’s crucial to understand the different retirement
Aug, 22 2024
7 Key Retirement Milestones to Secure Your Future
Wondering what key milestones you need to reach for a successful retirement? This article explains the crucial retirement milestones you should aim for, from starting contributions in your 20s to
Aug, 16 2024
401(k) Rollover Advice Rule at Risk
In April, the Department of Labor (DOL) introduced a pivotal fiduciary rule aimed at protecting retirement investors, particularly those with 401(k) plans and individual retirement accounts (IRAs). The intent? To
Aug, 15 2024