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…
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, this article highlights…
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…
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…
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.…
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…
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…