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Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.
December 16 -
Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.
December 9 -
Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.
December 4 -
Researchers blame the immaturity of the system and poor choices made by those planning to retire.
November 6 -
The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5 -
Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.
October 25 -
A successful financial plan is contingent on the success of the whole family, according to an expert.
October 24 -
Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4 -
While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.
September 17 -
Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.
September 11