Retirement

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  • Sep 1 2020
    At a crossroads: which is better: to retire with zero debt or a million bucks?
    Which is Better: Savings or No Debt?

    Which is better for retirement? Savings in the bank or no debt? The answer is not as simple as you might think... let's find out together!

  • Jun 1 2020
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    Why Do So Many People Fail in Retirement?

    Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...

  • Apr 1 2020
    SECURE Act of 2019
    How SECURE Should We Feel about DC’s New Tax Laws?

    In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...

  • Feb 6 2020
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    Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

    Here is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.

  • Mar 18 2019
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    You Can Save More to Your IRA in 2019

    Do you save for retirement? Here’s some good news! In 2019, you can contribute more than ever into your IRA. Here are the new limits...

  • Mar 6 2019
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    11 Retirement Planning Strategies to Jumpstart 2019

    The start of a new year is the perfect time to set new goals and save more. Here are 11 retirement planning strategies to jumpstart 2019.

  • Feb 13 2019
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    10 Things You Need to Know About the Required Beginning Date (RBDs) for IRAs

    If you have an IRA, you’ve probably heard the term “required beginning date” or “RBD” many times. Here are 10 things you need to know about this date...

  • Feb 1 2019
    hands on top of hands for charity
    10 Things to Know About Qualified Charitable Distributions (QCDs)

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.

  • Jan 31 2019
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    Don’t Get Stuck in the Honeymoon Phase of Retirement

    You have worked your whole life to save for retirement. However, many people struggle with the transition into retirement. Here's why...