THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…
Deena WatsonDecember 10, 2021
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement puzzle, and deciding when to start taking Social Security payments depends on a…
Deena WatsonJanuary 27, 2022
THE 5 ROLES LIFE INSURANCE CAN PLAY IN RETIREMENT More than a benefit for loved ones you leave behind, a life insurance plan can supplement other retirement strategies in various…
Deena WatsonJuly 26, 2022
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
Deena WatsonJanuary 27, 2022
7 THINGS MEDICARE DOESN'T COVER Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after you turn age 65.…
Deena WatsonJanuary 27, 2022
ARE YOU PLANNING AHEAD FOR LONG-TERM CARE? Long-term care might be the biggest retirement expense you didn’t plan for. 78% of U.S. adults will need some form of assistance as…
Deena WatsonJanuary 27, 2022
ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…
Deena WatsonJuly 26, 2022
