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IRMAA: The Sneaky Surcharge That Makes Medicare More ExpensiveRetirement, Retirement Income, Taxes
IRMAA is a sneaky surcharge that can increase your Medicare premiums if your income exceeds a certain threshold in retirement.
5 Powerful Questions to Ask Before a Roth ConversionRetirement, 401Ks and IRAs, Taxes
A Roth conversion can be a powerful tax planning strategy leading up to and in retirement, but it doesn’t make sense for everyone. Thus, it’s important to weigh the costs against the potential benefits before moving forward.
5 Effective Tax Planning Strategies to Maximize Your Retirement YearsRetirement, 401Ks and IRAs, Taxes
For many people, the transition into retirement is full of possibility and excitement. Yet it can also be a time of apprehension and doubt—especially when it comes to achieving financial goals. In this article, we’re sharing five tax planning strategies that can help ensure your nest egg lasts through your golden years.
Is It Better To Pay Off My Mortgage Or Invest At Retirement?Mortgage, 401Ks and IRAs, Financial Advisor, Retirement, Taxes
When preparing to retire, one question that is on most people’s minds is, “Is it better to pay off my mortgage or invest at retirement?” A common financial goal for many people is to retire debt-free, but most people approaching retirement are still paying off their mortgage. Before you do anything, it’s important to evaluate […]
What You Need To Know To Retire Early At 55401Ks and IRAs, Retirement, Retirement Income, Taxes
Most Americans consider age 65 the normal age of retirement because it was the full retirement age for Social Security Benefits until 1983. But the goal of retiring early has gained widespread popularity in recent years. In this article, we’ll cover what you need to know to retire early at 55. From formulating a budget […]
Nonqualified Deferred Compensation Plans – Everything You Need To Know401Ks and IRAs, Retirement, Retirement Income, Taxes
A deferred compensation plan is a retirement plan that allows employees to defer some of their compensation to a later date. Common types you may already be familiar with are 401(k) and 403(b) plans. If you are a key employee, however, your employer may offer one or more nonqualified deferred compensation plans (NQDC’s). NQDC plans […]
Why Virtual Financial Advisors Are The New NormalFinancial Advisor
The wealth management industry will undergo monumental shifts in the next ten years. Consumers today increasingly use Skype or FaceTime to discuss personal matters and connect with friends and family globally. Factors such as evolving new customer segments and rapid technological advancements are why virtual financial advisors are the new normal. Large global wealth management […]