melanie

March 15, 2018

Retirement

Broke Down

melanie

March 15, 2018

Retirement

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 percent of those surveyed said they have less than $10,000 in retirement savings....

melanie

March 13, 2018

Retirement, Taxes

Everything In Proportion

melanie

March 13, 2018

Retirement, Taxes

At first blush, the term "pro rata" sounds like the worst type of inscrutable legalese. But it's an important concept for investors, especially for those considering IRA conversions or mulling their distribution options from their retirement plans....

melanie

March 8, 2018

Retirement, Estate Planning

Don’t grow older—grow wiser

melanie

March 8, 2018

Retirement, Estate Planning

Growing older can be wrought with legal problems arising from health concerns, long-term care, and the need for appropriate housing. The good news, however, is that there are tools and strategies that older Americans can use to live as well as possible in the last decades of their lives....

melanie

March 6, 2018

Retirement

Creating Your Own Retirement Income

melanie

March 6, 2018

Retirement

When it comes withdrawing a “paycheck” from their retirement savings, many retirees say they prefer not to spend “principal.” However, capital gains are an important source of return—and potential cash flow—so it makes sense to have a broader conception of income....

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