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From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
By Lindsay N. Graves, Esq. • Published
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How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli • Last updated
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Is Inflation a Big Retirement Worry? How to Protect Savings
Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but there are four things you can do to cope.
By Jason “JB” Beckett • Published
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's a summary of what you need to know.
By Kelley R. Taylor • Last updated
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Longevity: The Retirement Problem No One Is Discussing
Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should they do?
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published
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Capital Gains Taxes Trap: How to Avoid Mutual Fund Tax Bombs
It’s bad enough when your mutual fund’s assets lose value, but owing unexpected capital gains taxes after those losses is doubly frustrating.
By Samuel V. Gaeta, CFP® • Published
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Four Sustainable Investments That Could Have a Positive Impact
As we celebrate Earth Day, consider doing some research aimed at transitioning to a more sustainable and responsible portfolio. These four companies are worth a look.
By Peter Krull, CSRIC® • Published
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From Yogis to Jimmy Buffett Fans, There's a Niche Retirement Community for Almost Everyone
Niche retirement communities, where people come together over shared affinities, are becoming more abundant.
By Eileen Daspin • Published
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Should You Invest In a Retirement Community?
A look at the retirement community property market for investing in a 55+ community.
By Laura Vecsey • Published