Retirement is supposed to be a time of relaxation—a reward for the decades of work you performed. But life happens, and sometimes you may need to withdraw more money from your accounts than you had expected. Inefficient withdrawals can lead to you owing more money in taxes than you anticipated — money that is hard …
7 Types of IRAs – Which One is Best for You? Most people are familiar with at least two types of IRAs (Individual Retirement Accounts), but not many know there are actually seven (7) types of IRA accounts. Choosing the best one for you is based on several factors such as your income, employment status, …
Cost to Retire – How Much Money Does it Take? (Part 2) In Part 1 of this discussion, we looked at first defining what retirement means to you and how it should look. We covered some key factors to consider when planning for your retirement. And finally, we offered two quick math options to estimate …
Cost to Retire – How Much Money Do You Need? (Part 1) How much money do you need to save in order to retire? It’s a common question, especially as people are nearing that time and start to wonder if there’s an actual number they need to know to be comfortable. Elijah Heath, a CERTIFIED …
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