These mistakes will take a huge bite out of your Social Security income. Read more @ http://ed.gr/cu0m7
USATODAY.COM
These mistakes will take a huge bite out of your Social Security income
Why You Should Save Like A Pessimist, But Not Invest Like One. Read more @ http://ed.gr/cu0m9
FORBES.COM
Why You Should Save Like A Pessimist, But Not Invest Like One
Organized goal-setting is not an optional part of retirement income planning. It is essential.
Why You Should Save Like A Pessimist, But Not Invest Like One. Read more @ http://ed.gr/cu0m9
FORBES.COM
Why You Should Save Like A Pessimist, But Not Invest Like One
When an investor’s portfolio is properly diversified, we can pretty much count on two things: the investor will never make a killing, but crucially, such a portfolio is never going to get killed. http://ed.gr/craia
INCOMEFORLIFEBOOK.COM
Diversification Is the Most Commonly Violated Investment Principle
When it comes to retirement planning, you only have one shot. This is the most important thing to remember about setting goals and budgeting to meet those goals.
Data breaches can be accidental when proper protections are not in place. Protect yourself by staying aware, paying attention, and by avoiding exposing your personal information as much as possible. #databreach #protectyourself http://ed.gr/cw44m
INCOMEFORLIFEBOOK.COM
How to Protect Yourself From a Data Breach
How do you make the most of your pre-tax retirement accounts? There is not one single simple answer. We’re hosting a webinar TODAY (10/15) at 11:00 AM (EST) to discuss the different ways you can prepare your finances and pre-tax accounts for distribution.
Register here:
https://event.webinarjam.com/channel/TaxTimeBombWebinar?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com
Save your seat before registration is closed!
Don’t let taxes drain your investments; you deserve that hard-earned money!
While there is no way around them, many factors play into how much taxes you pay and when.
Join us TODAY (10/15) at 11:00 AM EST for a webinar where we will discuss the resources available to help you best prepare for taxes during the distribution phase of your investments.
Register here: https://event.webinarjam.com/channel/TaxTimeBombWebinar?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com
Registration is limited, so book your seat now!
The single most important discipline to follow is your decision around your asset allocation.
Pre-tax retirement accounts are ticking down to the day the government gets its cut. Make sure you’re ready by educating yourself and utilizing every resource available to reduce your tax obligation.
Join us tomorrow, October 15th at 11:00 AM EST for a webinar where we will discuss the resources available to help you best prepare for taxes during the distribution phase of your investments.
Register here: https://event.webinarjam.com/channel/TaxTimeBombWebinar?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com
Seats are limited, so save yours today!
Whether you like it or not, the government is owed part of your hard-earned retirement savings. It’s your job to make sure that you maximize every opportunity available to save where you can.
Join us on October 15th at 11:00 AM EST for a webinar to discuss those opportunities and hear case studies from people who have faced the same challenge.
Register here: https://event.webinarjam.com/channel/TaxTimeBombWebinar?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com
Seats are limited, so save yours today!
Transitions are hard. No matter how hard you try to prepare for them, they always creep up on you. Don’t let that happen with your finances. Make sure you are well-informed before you move into the distribution phase of your financial journey.
Making that transition? Check out our article on Medium’s Book Bites: http://ed.gr/cvl7x
Your role as the retiree is simply to educate yourself, control the pieces within your control, seek help to maintain the more complicated parts, and put in the work to make your retirement goals a reality.
In this recent episode of George Grombacher’s podcast Money Savage, Joe DiSalvo talks about some of the biggest concerns that can plague those about to retire.
One of the topics we go over are the five risks you may be worried about as a retiree:
👉 Market
👉 Withdrawal
👉 Straddle
👉 Inflation
👉 Longevity
💥 Plus, much more! Tune in for invaluable information that will help you secure yourself a more reliable future. 💥
Listen on iTunes: https://ed.gr/cy41l
Listen on their website: https://ed.gr/cy41k
Non-spouse beneficiaries if IRAs need to be more aware and careful than ever of how they distribute their payouts.
The SECURE Act has partially eliminated the “stretch IRA,” requiring non-spouse beneficiaries to withdraw the entire account within 10 years. However, it is important to consider all of your options before you do anything! You don’t want Uncle Sam to end up taking most of your inheritance for himself.
Read our article featured in TheStreet to find out the best ways for you to strategically plan your payouts @ https://ed.gr/cyzw1
The SECURE Act has made big changes to the way people can inherit IRAs as non-spouses. The most impactful change is the partial elimination of the “stretch IRA.”
Starting in 2020, for IRAs passing to most non-spouse beneficiaries, the entire retirement account balance must be distributed by the end of the 10th year following the year after the owner’s death.
For this reason, the stakes are quite high for getting the rules right as you distribute this money over the allotted 10 years!
Read our article featured in TheStreet to find out the best ways for you to strategically plan your payouts @ https://ed.gr/cyzwq
Old 401(k)s - and the money they hold - go missing all of the time. Here's how to dig them up. https://ed.gr/cxvuc
THESTREET.COM
How to Find an Old 401(k): 7 Ways
The primary needs and wants of most people remain the same: people need to feel secure in their future, and they want to live out their retirement decades in happiness, health, and comfort.
Don’t let a lack of retirement planning leave your spouse vulnerable. Protect their retirement dreams from falling income and rising taxes by taking these proactive steps.
https://ed.gr/c30kv
KIPLINGER.COM
Does Your Retirement Plan Guard Against the ‘Survivor Trap’? | Kiplinger
Non-spouse beneficiaries if IRAs need to be more aware and careful than ever of how they distribute their payouts.
The SECURE Act has partially eliminated the “stretch IRA,” requiring non-spouse beneficiaries to withdraw the entire account within 10 years. However, it is important to consider all of your options before you do anything! You don’t want Uncle Sam to end up taking most of your inheritance for himself.
Read our article featured in TheStreet to find out the best ways for you to strategically plan your payouts @ https://ed.gr/cyzw1
Inflation is like carbon monoxide. You can't see it, taste it, or smell it, but it'll kill you - or, metaphorically speaking, compromise your financial security, if not properly planned for.
Many women who are extremely successful at work still find they lack some confidence when it comes to discussing and planning what to do with their wealth. Here are a few key topics all women should consider when reviewing their financial picture.
https://ed.gr/c30ku
KIPLINGER.COM
Conversations that Women Should Have with their Financial Advisers | Kiplinger
There is always room for improvement.
The primary needs and wants of most people remain the same: people need to feel secure in their future, and they want to live out their retirement decades in happiness, health, and comfort.
"You’ve got to think these things through and make sure all your bases are covered before you can finally call it quits and retire."
https://ed.gr/c82rz
KIPLINGER.COM
5 Things You Need to Decide Before You Can Retire | Kiplinger
Living longer, more active lives is a gift given to this generation; however, it does present the retiree with additional risks and challenges. These challenges can be managed with careful income and investment planning. http://ed.gr/cb5uy
INCOMEFORLIFEBOOK.COM
Longevity and Retirement Income
Inflation is like carbon monoxide. You can't see it, taste it, or smell it, but it'll kill you - or, metaphorically speaking, compromise your financial security, if not properly planned for.
Yes, health care can be expensive in retirement, but there are some things you can do now to get your ducks in a row.
https://ed.gr/c82r0
KIPLINGER.COM
Are You Prepared for Health Care Costs While in Retirement? | Kiplinger
There are several fundamentals that all successful investors should follow. These fundamentals become even more important to execute as you approach retirement. http://ed.gr/cb5uw
INCOMEFORLIFEBOOK.COM
Is Your Retirement Portfolio Following the Fundamentals?
