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The Big IRA Tax Trap You Might Have Missed
For years, your IRA could pass to the next generation while continuing to grow tax-deferred over your beneficiaries’ lifetime. The strategy—called a stretch IRA—was a valuable estate planning…
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The Big IRA Tax Trap You Might Have Missed
For years, your IRA could pass to the next generation while continuing to grow tax-deferred…
The Case for Not Waiting Until 70 to Take Social Security
They say, “patience is a virtue,” but it may not be the right approach when…
3 Retirement Myths Retirees Should Know
3 Retirement Myths Retirees Should Know Get ready to loosen up those purse strings, because we’re about to…
Another Reason the 8X Rule Doesn’t Work
Recently we wrote about the 8x Rule and why it’s a flawed calculation. Yet for many years, it has been…
Can You Retire at 60? It May Be More Realistic Than You Think
When it comes to simplifying complex topics, everyone loves an easy to remember rule of…
A Key Market Warning Sign: Understanding the S&P 500 P/E Ratio
No matter how good a financial advisor claims to be, no one can predict the…
Should You Plan for Long-Term Care? (The Answer is Yes)
There are some things in life where you’ll be fine to “wing it.” Unfortunately, paying for long-term…
5 Retirement Assumptions That Could Steer You Off Course
Chances are you’ve already made assumptions about what your retirement will look like—whether it’s how often you plan to golf,…
