Planning for retirement involves not only accumulating savings but also strategically withdrawing funds to ensure a steady income stream while minimizing tax liabilities. Learn various withdrawal strategies designed to optimize your retirement income and help you...
Annuities are a powerful tool in retirement planning, offering a range of income options, riders, and guarantees to meet diverse financial needs. Learn the fundamentals of annuities, explore their potential for retirement income, and discuss the various options...
Selecting the right Individual Retirement Account (IRA) is a crucial step for your financial future. With various options available, including Traditional and Roth IRAs, it’s essential to understand the unique features and benefits of each. Below we’ll...
As you journey towards retirement, understanding the fundamentals of retirement savings vehicles like 401(k) plans and IRAs is essential. These fundamentals will help empower individuals with the knowledge and tools they need to navigate the complexities of retirement...
The Dow Jones Industrial Average (Dow) recently achieved a significant milestone by briefly crossing 40,000 points for the first time in its history on May 16th, 2024. The next day, Friday, May 17th, the Dow closed above 40,000 points for the first time. This brought...
Watch this free clip from the “Estate Planning in Your Retirement” online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for inheriting IRA accounts. With careful tax planning, Mark has...
