Tag Archives: Roth IRAs

Educating Older Workers on the ABCs of RMDs

Posted on February 21, 2012 by Linda Robertson CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

Tweet With the yearly chore of tax filing upon us, all those year-end retirement account statements can become quite confusing for your group of employees who have chosen to remain in the workforce into their seventies.  Which accounts can they … Continue reading →

Posted in Employee Benefits, H.R. Guru | Tagged , , , , , | Leave a comment

How to Plan for an Extreme Early Retirement

Posted on February 2, 2012 by Erik Carter JD, CFP®

Tweet My most popular blog post (and the most popular one on our whole blog) called “How to Be Financially Independent in 5 Years (No Matter What Age You Are)” was about a concept called “Early Retirement Extreme” in which … Continue reading →

Posted in Retirement Planning, The Maverick | Tagged , , , , , | 1 Comment