Life After Retirement
Do you want to leave an IRA to your Children or Grandchildren?
Recently we have had several client inquiries asking, “Is leaving my IRA to my children or grandchildren a good idea?” The answer to the question is possibly. As so often is the case, it depends on the goals you are trying to accomplish, and of…Read More
FAQ- Will I have to work more after retirement? [Video]
Retirement. It’s something everyone thinks about and looks forward to enjoying. The idea of waking up without being tied to an alarm clock – to know that your day is yours. It’s a dream most people can’t wait to fulfill. Many of those…Read More
Annuities Give Retirees Freedom to Spend
The days of riding off into the sunset with a guaranteed pension paycheck and a gold watch are no longer a reality for most people. According to CNN, the percentage of private sector workers with a traditional pension plan is 4% today compared to 60%…Read More
7 Key Components of a Comprehensive Retirement Plan
In a 2019 survey, nearly half of all American adults reported having nothing saved for retirement. Another 19 percent had between $1 and $10,000 set aside, and 20 percent had between $10,000 and $100,000.This means that more than eight in every 10 adults have under…Read More
TSP Rollovers: A Scandal in the Making?
TSP Rollovers Make Bad Press Lately, there has been a splash of negative articles about feds choosing to roll their TSP accounts over to IRA’s and managing funds themselves. 45% of federal retirees take their money out of the TSP, causing a reduction of about…Read More