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Six Reasons to Avoid a Self-Directed IRA
self directed IRA These specialized retirement accounts let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
Roth IRA Basics: 10 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
By Jackie Stewart Last updatedFinancial Planning
More Americans Are Saying No to Full-Time Retirement
Increasingly, people say they plan to keep working their entire lives.
By David Crook Published
Four Reasons to Buy When You Downsize for Retirement
Buying your retirement home, rather than renting it, grants you stability, control, possible tax benefits and a very handy inflation hedge.
By Evan T. Beach, CFP®, AWMA® Published
Non-Qualified Annuities: Should Retirees Think Twice?
A twist many don’t see coming is that earnings from non-qualified annuities are taxed as ordinary income rather than at more favorable capital gains tax rates.
By Douglas Kuring, CFP® Published
Three Ways to Reduce Taxes on Your Investment Earnings
Proactive tax planning using these strategies could help you keep more of your hard-earned money, now and in the future.
By David McGill Published
12 Surprisingly Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states. Some (if not all) are sure to surprise you.
By Stacy Rapacon Last updatedplaces to live
Estate Plan Check-Ups: Don’t Just Set It and Forget It
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure it’s in good shape for when it’s needed.
By Justin Stivers, Esq. Published
Layoffs Could Be Coming: What if You’re Near Retirement?
Here are some steps you can take to prepare in case you lose your job, as well as what you can do if you find yourself out of a job near retirement.
By Tony Drake, CFP®, Investment Advisor Representative Published
Don’t Let a Medicare Mistake Haunt Your Retirement
It’s vital to carefully consider your options so that you get the appropriate coverage for your specific needs.
By Jay Dorso Published