SECURE Act Impact on Retirement

Dec 20, 2019 | Retirement

“What the SECURE Act  Means for My Retirement” If you are still following the end-of-year political activity in Washington, you may know that Congress is voting on a spending bill to avoid yet another government shutdown.  The House has already passed the bill...

Roth IRA Conversions for High-Income Earners

Nov 1, 2019 | Retirement

“Roth IRA Conversions for High-Income Earners”Firstly, I’m amazed we are already in November!  It seems like 2019 just started, but alas we are only 2 months away from entering an entirely new decade.  As we think about how quickly time flies, it’s good to...

Retirement Survey Across Generations

Aug 23, 2019 | Retirement

“Retirement Survey Across Generations”The definition of retirement is changing.  Baby Boomers are starting a new trend that says retirement might not mean sitting around and doing nothing.  In fact, for most, it is an opportunity to simply have more of a say on...

New Under-The-Radar Retirement Account

Aug 2, 2019 | Retirement

“New Under-The-Radar Retirement Account”For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s).  However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to offer to...

What to Expect from Healthcare in Retirement

Jul 5, 2019 | Retirement

“What to Expect from Healthcare in Retirement”Many people decide if they are on track for retirement based on how much they expect to spend each year once they retire.  For some people, this will work.  However, for the majority of Americans who will face some...

Roth IRA or Traditional IRA…Which is Best?

Jun 14, 2019 | Investing, Retirement

“Roth IRA or Traditional IRA…Which is Best?”The two main types of Individual Retirement Accounts (IRA’s) that you can invest in are a traditional IRA or a Roth IRA.  The main difference between the two accounts is how and when your money is taxed.  With a...