By the numbers The IRS requires an employer to withhold 20% for federal tax purposes when an employee takes a …
Financial Issues as Retirement Draws Near
Careful planning in the months before retirement can help you ensure a smooth transition. Key Points You should try to …
Weighing Your 401(k) Options at Retirement
There is a good chance your 401(k) is one of your single largest assets. And the decisions you make about …
10 Rules for the Retirement Road
Key Points Today is the best time to start planning for retirement. Why? Time can be an investor’s greatest asset. …
Common IRA Planning Mistakes
1. Not taking advantage of the Stretch distribution option or not establishing it properly The Stretch IRA is a way …
Investing For Your Retirement Goals
Americans are living longer, healthier, and more active lives than past generations, and they want to ensure their healthcare and …
Retiring Earlier Than Planned?
Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some …
Special Needs Trusts and ABLE Accounts
A look at the role they can potentially play for families. Parents raising a child with special needs can face …
6 Ways to Fund a Working Mom’s Retirement
As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing …
Dollars and Sense, Social Media and your Money
What influences your spending choices? Social media can pressure you to spend more than necessary. We have all seen our …