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Tag Archives: retirement

Converting to a Roth IRA Can Provide a Big Tax Win

With the recent decline in the stock market, some investors may have experienced a substantial loss of value. When this happens, it is important to assess the damage and make a smart move.  Some investors are already making one of … Continue reading

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IRS Receiving Pushback on its Stark Proposal

The retirement industry just got some shocking news due to a new proposal put out by the IRS. Last February the IRS introduced a new potential rule that states the heirs of retirement accounts must drain those accounts within 10 … Continue reading

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Tax Benefits for Retirement Savings Expanded

The House of Representatives has just passed legislation increasing the tax benefits on retirement accounts for Americans. The Securing a Strong Retirement Act (or Secure Act 2.0) builds upon the first Secure Act, which was approved unanimously in a bipartisan … Continue reading

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New Rule Affects Some IRA Holders

As many businesses and individuals have turned away from pension plans, there has been a large increase in the utilization of tax-advantaged retirement accounts. This can be seen by the growth of assets held in individual retirement accounts, 401(k)sContinue reading

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Safety vs. Probability: Planning For Retirement

As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgment based on facts, due diligence, historical patterns, and a … Continue reading

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How to Inflation-Proof a Retirement Portfolio

Statistics indicate that the average life expectancy is longer than it used to be, but empirically we see this every day among elderly people who have lived much longer than they probably expected. This phenomenon spotlights a particular component of … Continue reading

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6 Ways to Mitigate the Biggest Threats to Retirement Income

The LIMRA Secure Retirement Institute estimates that the average healthy person will live through their mid-90s. If you retire at the traditional age during your 60s, this could mean needing enough retirement income for 30 years or more. That is … Continue reading

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10 Smart Facts About Social Security

1. If you wait until full retirement age to claim Social Security, you are entitled to full benefits.  

  • If born between 1943 and 1954, full retirement is age 66
  • If born between 1955 and 1959, full retirement gradually climbs to
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