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Category Archives: Retirement Planning
April 2nd is National Employee Benefits Day and this year’s focus for the IFEPB is to increase awareness of the retirement crisis. Continue reading
While it is unlikely that these provisions will be enacted anytime soon, it does raise the specter of possible changes in the future so it’s important to understand the short and long term ramifications for you and your retirement plans if they ever do come to pass. Continue reading
So for all the moms and dads out there looking to retire in the near future without sons or daughters that are financial planners, here are some of the most important action steps you can take now to prepare for retirement: Continue reading
Wouldn’t it be nice if there was some type of scoreboard in our financial lives to help us track our progress when it comes to saving for retirement? Continue reading
With a few relatively easy to manage steps, you can begin to demystify the whole concept of how to take care of the cost of healthcare during your remaining working years as well as during retirement. Continue reading
Required minimum distributions, or RMDs for short, are the IRS’s way of making sure income taxes are paid on tax-deferred money. Continue reading
While the primary focus during the accumulation stage of the retirement planning process is on 401(k) plans and other employer-sponsored plans, there are still other tax advantaged ways to build your retirement nest egg Continue reading
I confess that the 401(k) is not the Holy Grail when it comes to saving for retirement, but compared to the alternatives, it’s perhaps the best system we’ve got. Continue reading
If you or someone you know has recently been automatically enrolled into their 401(k) plan, here are two things you should do to improve your chances of a comfortable retirement: Continue reading