You have a once-in-a-lifetime decision to maximize guaranteed, inflation-adjusted lifetime income. Many people miss significant opportunities to increase their financial security. The problem is especially acute among married couples.
Retirement Investing
Retirement investing is one of the most important endeavors you will undertake in your life. With so much uncertainty in the world, it is critical for investors to make wise decisions regarding their retirement accounts in order to secure a comfortable, worry-free future.
From annuities and IRA’s, to legal changes affecting your retirement, uncover new retirement investing ideas and time-tested strategies to ensure you’ll be ready.
For more exceptional tips and strategies on securing your retirement, check out our free stock diversification and asset allocation report.
The best advice for a surviving spouse is not to make financial decisions in a hurry. Within the first year, however, decisions must be made in at least for key areas
Misinformation and myths dominate financial and retirement planning. How many of these myths have crept into your planning and are diminishing your wealth?
Taxes will take a bit bite out of your nest egg. You can diminish that bite and make your retirement funds last longer by following a few simple rules for stretching out your nest egg.
Change happens all the time and affects your plan. Even events far removed from your family trigger a need to revise your plan.
Most people focus on the income tax benefits of Roth IRAs. Those with a longer-term view might find substantial estate planning benefits for them and their loved ones from converting a traditional IRA to a Roth IRA.
This is the year to review your IRA and consider changing your distribution strategies. Because of major changes that could be on the way, this could be the year for major and unconventional moves
The economic picture is looking a little brighter. But there are growing threats to your finances. Can you identify and beat the seven threats to your lifetime income security?
Annuities changed a lot in the last year. If you’re evaluating annuities based on the market of a few years ago you may be in for a couple of surprises.
What to do with a retirement account when leaving an employer is a question most people are likely to face. The answer will ultimately depend on your goals.
