When you Retire Makes a Difference
Most retirement plans are built on an assumed rate of return that is constant throughout your lifetime. Now we all know that in reality, that is not the way markets […]
Current State of Retirement – A Reality Check
In its report titled “The Current State of Retirement: Pre-Retiree Expectations and Retiree Realities,” the Transamerica Center for Retirement Studies found that most retirees (60 percent) actually left the workplace […]
Measuring America’s Retirement Preparedness
According to Fidelity Investments®’ biennial Retirement Savings Assessment study, which features a unique Retirement Preparedness Measure (RPM), people are saving more and investing more appropriately for their age, improving the […]
Congress Makes Permanent the Qualified Charitable Distribution from IRAs
With the passage of the Protecting Americans from Tax Hikes (PATH) Act of 2015, Congress once again retroactively reinstated many of the tax extenders that were renewed and then expired […]
It’s Not Just About How Much You Save
When clients first come in to start the retirement planning process, most have no idea if the money they’ve been socking away in their 401(k)s over the years will be […]