by News Network | Jan 27, 2021 | Retirement
Click here to read the previous part of this article. A review of the tax principles used herein is also in order. Investments are made in Jerry’s tax-deferred 401(k) plan. This means that taxes are not paid initially on the plan contributions, but any withdrawals...
by News Network | Jan 27, 2021 | Retirement
Couple at kitchen table with calculator and financial statements. Koldunov Are you thinking of retiring soon? If you are, it’s crucial to plan for this next phase. It may be tempting to say, “I’am sick of working for ‘the man.’ ” But before taking a big step, be...
by News Network | Jan 26, 2021 | Retirement
Economic Security Planning, Inc. Today’s column addresses questions about when continuing income after full retirement age (FRA) might increase Social Security retirement benefit rates, whether the earnings test affects eligibility for a survivor’s benefit...
by News Network | Jan 26, 2021 | Retirement
Getty getty Democrats took control in Washington and began laying out their agenda for the next four years. Many media outlets across the country may shift their economic outlook as a result. The press organizations that were negative on the markets, foreign policy,...
by News Network | Jan 25, 2021 | Retirement
Recent surveys of retirees conducted by The Employee Benefits Research Institute (EBRI) confirms what I’ve learned from many years of working with older clients: Spending changes throughout retirement. In my experience, spending changes often lead to client requests...
by News Network | Jan 25, 2021 | Retirement
Women caught ‘in between’ are part of a larger, seemingly invisible, even forgotten, cohort of women … [+] facing unprecedented uncertainty in retirement. getty Standing behind the register Jenny looks on with an amused expression as I fumble with a...
