The looming sunset of the federal lifetime gift and estate tax exemption means now is the time to plan. Here are strategies to consider.Want a great retirement? Here is a breakdown of the financial areas to consider, including your Kaiser benefits.
Read MoreHere are the 2023 changes to tax rates and retirement plan contribution limits.
Read MoreA QCD enables you to direct your required minimum distributions (RMDs) to charity and reduce your taxable income.
Read MoreTrying to decide between a Roth 401(k) and Roth IRA? See how the differences fit into your financial goals.
Read MoreA financial plan can help you optimize the good times and weather the bad ones. Read this article to understand what your financial plan should include.
Read MoreThe IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.
Read MoreMake sure to align your vision of retirement with the facts.
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More professional practices (and practice groups) are looking into them.
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If you decide to retire before you turn 65, you may face a gap between having health insurance coverage through your employer and the time at which you are eligible for Medicare, which means it’s even more important to incorporate health care into your financial planning.
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If you have a 401(k) account through an employer and you leave your job or retire, you often have a choice to either keep your money in your old employer’s 401(k) plan or roll over the balance into another retirement account.
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Many people dream of traveling the world or at least vacationing more during retirement since they’ll have more free time. You can better achieve your travel goals by planning for them now.
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This is a financial planning question. It is mathematical, and you can figure it out. It depends on what age you are.
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The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.
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Having a good economy is great. It means that your investments are going up. It means you’re going to have more money to spend in retirement.
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One of the key points in considering retiring early would be taking a look at a good, holistic financial plan—looking at “What are my resources? What are my expenses going to be?”
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The financial steps that you should take in the five years before retirement might include looking at your retirement savings and spending plan.
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Time to dispel some common misconceptions.
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If you’ve recently changed jobs and you had a 401(k) at your previous company, you’re probably wondering what to do with that 401(k).
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As you prepare for retirement, you may be asking yourself if you have enough to retire.
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You may be considering paying for your child’s tuition rather than have them take out a loan.
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