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
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