Let’s Get Real
Retirement is one of the most important goals for most people. Unfortunately, many workers and retirees have an incomplete or unrealistic picture of how much they need to save, how […]
Is My Contribution Deductible?
With tax time fast approaching, I often encounter confusion about what can and cannot be done with traditional IRAs and defined contribution [DC] plans in different scenarios. So, here are […]
Making Converts of Us
Sharing a “food for thought” article from Kiplinger regarding the potential advantage new lower marginal tax rates offer for Roth conversions. With the creation of a lower 24% marginal rate […]
It All Adds Up
When you retire, what will be your major expenses? If you love to travel, then that might take up a good portion of your budget. Food, groceries and utilities will […]
Broke Down
A 2017 Retirement Savings survey from GOBankingRates found that 55 percent of Americans have less than $10,000 saved for retirement. That’s hardly an improvement from their 2016 results, when 56 […]