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Taking Required Minimum Distributions From a SEP IRA

ANSWER Even though you can generally delay taking required minimum distributions from your current employer s 401 k while you are still working unless you own 5 or more of the company those rules don t apply to traditional IRAs You must start taking RMDs at 70 whether or not you Source
Posted On 28 Apr 2017

The Hunt For Investment Income In A Rising Rate Environment

Ever since the recession of 2008/9, those who were at that time approaching retirement or were already retired have faced a massive problem. Low interest rates have made achieving the necessary yield from their investments difficult, or in many cases impossible. That situation...
Posted On 28 Apr 2017

Choosing Between A Traditional Or Roth 401(k)

By Gavin DiStasi, CES With the rise of the 401(k) plan as the primary retirement savings vehicle for American workers has come a significant increase in the number of plans offering a Roth 401(k) feature. This is generally a good thing, as it offers workers more options for tax...
Posted On 28 Apr 2017

Top 5 Ways to Secure Your Personal Information

Data breaches leaked more than 4 billion records in 2016 according to the IBM X Force Threat Intelligence Index While people are getting better at recognizing scams and information hacking taking preventive measures can help avoid unfortunate problems in the future Oftentimes you...
Posted On 28 Apr 2017

Do you Have the Right Tools to Navigate Your Retirement?

Retirement What does that word mean to you If you are like most people it is the end of a journey But you would be WRONG Imagine running a marathon and after 26 2 long and arduous miles you are told that you have completed ONLY half the race That is a stark reality that many...
Posted On 28 Apr 2017

4 Strategies that Can Help Create Durable Income In Retirement

For many people there still seems to be an unfortunate disconnect between investing their money and saving for retirement For many people there still seems to be an unfortunate disconnect between investing their money and saving for retirement SEE ALSO 25 Dividend Stocks You Can...
Posted On 28 Apr 2017

5 Must-Dos to Start with for Retirement Success

There s no direct path to retirement There s no direct path to retirement See Also Dear Baby Boomer Retirement Is This Close and You Need to Deal With a Few Issues See Also Dear Baby Boomer Retirement Is This Close and You Need to Deal With a Few Issues Everyone has a different...
Posted On 28 Apr 2017

Make Charitable Giving a Win-Win Part Of Your Wealth Plan

There are tremendous breaks and incentives written into the tax code for charitable giving and you don t have to be wealthy to take advantage of them But they re most successful for people who truly have a charitable bent those who sincerely want to see some of their money go to...
Posted On 28 Apr 2017

How To Invest $100,000

Have $100,000 burning a hole in your bank account? It may sound like an unlikely pipe dream, but windfalls happen: You sell a larger home to downsize; you find a buyer for your small business; a relative leaves you an inheritance. Or maybe you’ve simply squirreled away a lot of...
Posted On 26 Apr 2017

7 Reasons to Hire a Retirement Income Specialist

I often talk to clients and prospective clients about the two halves of their financial lives I often talk to clients and prospective clients about the two halves of their financial lives SEE ALSO 5 RMD Strategies to Safeguard Your Retirement Maximize Your Legacy SEE ALSO 5 RMD...
Posted On 26 Apr 2017