Retirement-planning
Latest
-
12 Great Places to Retire in the Midwest
Places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Published
Places to live -
How to Ease the Tax Bite When You Tap Retirement Accounts
Savvy retirees tap retirement accounts with a tax plan. Each type of account may have different tax rules and rates, so know before withdrawing funds.
By John Waggoner Published
-
Should You Retire at 62? Five Tips to Help You Take the Wheel
To retire at 62, kick the tires to see if your retirement plan is a classic car or a jalopy.
By Donna Fuscaldo Published
-
You've Saved for Retirement: Now You Need a Safe Income Plan
You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last.
By Cliff Ambrose, FRC℠, CAS® Published
-
The Four Key Pillars of Wealth Management of the Future
The role of the family office is evolving with the Great Wealth Transfer and tech advancements. This is how financial professionals can manage the shifts.
By Daniel DiBiasio Published
-
Five Steps to Answer Your Million-Dollar Retirement Question
Are you saving enough to live comfortably in retirement? Here are the steps you can take now to find out if you're on track or need to adjust your savings.
By Romi Savova Published
-
How to Use DSTs and 1031 Exchanges for Diversification
This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST portfolio and avoid a $2M tax bill.
By Dwight Kay Published
-
The 4% Rule Doesn't Mean You Won't Go Broke in Retirement
This rule of thumb on how much retirees can safely withdraw per year could lead some to run dry if stocks hit the skids. Annuities could help cover their bases.
By Ken Nuss Published
-
Market Volatility: Creating an Adaptable Retirement Plan
A successful retirement plan takes advantage of favorable market conditions while safeguarding against downturns. Here's what to consider when building yours.
By Cliff Ambrose, FRC℠, CAS® Published