Retirement

Retirement

Featured Retirement Taxes

How President Biden’s Tax Proposals Could Affect Your Retirement Plan

Biden’s proposal would equalize the tax benefits of saving for retirement by instituting a refundable tax credit for contributions into a traditional retirement plan such as a 401(k), ...
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Income Money Retirement Taxes

Should I pay off my mortgage early?

There are a lot of factors to consider when deciding whether to pay your mortgage off early. Before making any financial decisions, make sure you step back and ...
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Featured Lifestyle Retirement

What is an Early Retirement Age?

According to the Social Security Administration, the traditional retirement age is 65. It begs the question: what is an early retirement age? Retiring a few years early might ...
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Featured Income Retirement

Helping Americans’ Retirement Plans Recover From COVID

Many Americans say it will take two or three years to repair pandemic damage to their retirement savings, due to job loss or emergency retirement withdrawals. Read more ...
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Income Retirement

The First Few Years of Retirement Can Make or Break Your Portfolio

Sequence-of-returns risk could undo years of careful planning. Here’s how that happens, and a couple of ways to help avoid it. Read more at Kiplinger ...
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Featured Retirement Taxes

Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes. ...
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Retirement Taxes

Joe Biden’s tax plan, explained

The ink is barely dry on President Joe Biden’s $1.9 trillion Covid-19 relief bill, and the conversation is already shifting to some of the next items on his legislative agenda ...
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Featured Income Retirement

Here’s Where The 4% Withdrawal Rate Fails

A 4% retirement asset withdrawal rate remains the standard for financial planning, but it doesn’t hold up against every scenario. “The results provided by our research and models ...
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Featured Income Lifestyle Retirement

Women lag behind men in saving for retirement. The Covid pandemic has made it worse

When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets ...
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Featured Income Retirement

Retirement Income: Where to Find the Best Yields for March 2021

Here’s some good news for income investors: Yields on benchmark 10-year Treasury notes have hit a pre-pandemic high. And here’s some bad: Interest rates remain near historic lows, ...
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