Blog

Blog posts tagged with "retirement"

Subscribe to RSS feed 

Keys to Creating a Satisfying Retirement

October 10, 2018

You've done your retirement homework. Your assets are reviewed, you know your financial needs, and your retirement tax plan is in place. Are you ready to enjoy retirement? Probably, but not without a plan to address what happens to many after they re

Read More

Keywords: retirement

IRS and SSA release 2018 tax numbers

November 3, 2017

The IRS and the Social Security Administration published some inflation-adjusted numbers for retirement contributions and gifts for 2018. You can use this information as you begin your tax and financial planning for the coming year.

Read More

Keywords: retirement, tax

2017 Retirement Plan Contribution Limits


As we ease into fall, let’s review the maximum contribution limits for Retirement Plans for 2017.

Read More

Keywords: retirement

Three actions to save for retirement

June 24, 2017

If you haven't started saving for retirement or you haven't saved enough, here are three actions you can take to put you in a better position during your golden years:

Read More

Keywords: retirement

December 31: the deadline to donate or distribute

November 7, 2016

As an IRA owner, you've probably heard about required minimum distributions (RMDs). These account withdrawals, which are mandatory once you reach age 70 &1/2;, are coupled with a steep penalty for noncompliance, and you're generally required to take...

Read More

Keywords: ira, retirement, rmd

How to Live Within Your Means in Retirement


Looking back over advice I've given clients and blogs that I've written for our website, I realize there are a few topics that keep rising to the top. Call me crazy, but I really like educating people on retirement planning...

Read More

Keywords: budget, retirement

Follow these suggestions for a comfortable retirement

July 11, 2016

Planning for a comfortable retirement involves coordinating many moving parts. But you can begin by setting up a broad outline and filling in the details once you've taken the first steps.

Read More

Investing During Retirement and Avoiding Uncle Sam’s Tax Booth, Part 2 of 3 in a Series

By Aaron Bates, CFP, Investment Advisor   |  July 7, 2016

People usually spend thirty to forty years saving and investing for retirement. Many become very familiar with the tax rules as they grow their accounts and keep taxes as low as possible during their working years. Then retirement comes and...

Read More

Investment Update

July 7, 2016

For the calendar year 2016, the S&P 500 Index is up 3.84%. As you can see from the chart below, which shows performance year to date, the index has rebounded from its February lows. The 10% decline that ended in February has been recovered.

Read More

Retiring this summer? Plan for estimated tax payments.

June 4, 2016

Early retirement, delayed retirement, phased retirement - if you've decided this summer is your time to leave the workforce, you have decisions to make. One of them

Read More

Keywords: retirement

Are You Managing Your Retirement Account Correctly?

By   |  June 3, 2016

Retirement accounts are massively important - once you stop working full time, they become your new source of income. But they are also important during your working years.

Read More

Social Security’s Effect on Retirement


Have you ever put together a jigsaw puzzle? If you're like me, you dump out all of the pieces, turn them so you can see a glimpse of the picture, sort out the edge pieces...

Read More

Investing for Your Retirement and Avoiding Uncle Sam’s Tax Booth Part 1 of a Series

By Aaron Bates, CFP, Investment Advisor   |  April 15, 2016

Each investment decision you make comes with some sort of tax impact.A taxable account is perhaps the most common type of investment account.

Read More