by David Schaeffer | Aug 10, 2015 | Retirement Planning, Savings
Major Money Mistakes To Avoid in Retirement According to a MetLife survey, an estimated $3 billion a year is lost by retirees in America due to scams, fraud and financial abuse. After working so hard to get your finances in order for a pleasant retirement, it is so...
by David Schaeffer | Mar 10, 2012 | Investments, Qualified Money (IRA), Retirement Planning, Savings
Minimum Retirement Plan Distributions Qualified retirement plans offer tax benefits if you follow a few IRS rules. Retirement Plans are intended for Retirement Penalties for early withdrawal help discourage early withdraws and guides investors to withdraw their...
by David Schaeffer | Mar 10, 2012 | Investments, Savings
Roth IRA Conversion If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA. Possible benefits of converting include tax-free distributions at retirement, no required minimum distributions at age 70...
