Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses...
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10/03/19
09/06/19
Working in retirement, is it worth it?
Retirement is changing; the trend of working in retirement is on the rise for many reasons. We all know retirement income must be planned for and...
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08/02/19
It’s time you learn to effectively unleash the hidden potential of your Solo 401(k)
The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all of the benefits of a traditional 401(k) without...
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07/01/19
How to make an ESOP work for you
If you are a regular reader of this blog, you know there are many ways to save for retirement. Some retirement plans are more unique than others; an...
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05/31/19
7 questions to consider before you participate in a deferred compensation plan
When you participate in a deferred compensation plan, you can defer part of your salary and income taxes until sometime in the future. Although it...
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04/25/19
Behind the scenes of a rental property investment
With interest rates hovering at relatively low levels and many millennials choosing to rent rather than buy, the rental housing market is looking...
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06/29/18
Have you Inherited an IRA? It’s time to compare your options
The distribution options available to the beneficiary of an IRA are confusing. Traditional vs. Roth. Spouse vs. non-spouse. Is the beneficiary 59½?...
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05/25/18
How to win the game! The retirement withdrawal survival guide
Retirement: the state of having enough savings and income to live comfortably, avoid work, yet not run out of money. Reconciling the “live...
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01/19/18
After-tax 401(k) contributions: Unlock the powerful savings
It’s no wonder the 401(k) has become the primary source of retirement income for the majority of retirees. It’s easy to participate in,...
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11/17/17
How to Maximize your spousal social security benefits
Spousal Social Security benefits are often confusing and misunderstood. They are designed to provide benefits to a recipient based on their...
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