What history actually shows us about midterm years Since 1950, nearly every midterm election year has produced a meaningful intrayear pullback in the S&P 500. The average intrayear ...
Read more
Comments Off on The Midterms Offer a Unique Tax Planning Opportunity, But Most Retirees Miss It
Blog
Today we’re talking about retirement and how, as you approach it or change jobs, deciding what to do with your 401(k) can have long-term implications for taxes, investment ...
Read more
Comments Off on Should You Roll Over Your 401(k)? Fortegic CEO, Joe Clark, Tells You What You Need to Know.
Between today’s issues with sticky inflation, rising healthcare costs and longer life expectancies, retirement income planning has gotten a lot more complicated. And, ongoing questions about the sustainability of the Social Security ...
Read more
Comments Off on Should seniors buy annuities if they have Social Security?
Key Takeaways Sources of retirement income include Social Security, retirement accounts, pensions and employment wages. Retirees can expect to spend 80% of their preretirement income in retirement, according ...
Read more
Comments Off on What Is a Good Monthly Income in Retirement?
Creating reliable income in retirement isn’t just about chasing returns, it’s about designing a strategy that delivers consistent cash flow, manages risk, and adapts as life changes. Our ...
Read more
Comments Off on Do I have enough money to retire or am I just kidding myself?
A financially secure retirement starts with making a plan. There are two main steps: start with how much money you’ll need and your priorities, then choose account types ...
Read more
Comments Off on 5 Steps to Retirement Planning: An Introduction and How-to Guide
Almost all retirees receive at least some form of guaranteed lifetime income, most commonly Social Security. For many households, Social Security represents the largest cash flow source in ...
Read more
Comments Off on Is Now a Good Time to Buy an Income Annuity?
The actual data paints a very different story about whether working into old age will kill you. Only 73% of men who are retired by age 65 are ...
Read more
Comments Off on Is Delayed Retirement Bad for Your Health?
Cedars-Sinai Experts: Key to Healthy Retirement Is Staying Socially, Mentally, Physically Active By Kelsie Sandoval When Carrie Elam wakes up at 6 a.m., she begins her day with ...
Read more
Comments Off on Is Retirement Hazardous for Your Health?
Welcome back to Retirement News Online. When it comes to tax-efficient retirement planning, few strategies are as powerful or as misunderstood as Roth conversions. A great advisor should ...
Read more
Comments Off on When does a Roth Conversion make sense?
