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Great Courses: How To Plan For The Perfect Retirement See Dana’s Class On The Great Courses Control Your Retirement Destiny book cover Read Control Your Retirement Destiny Computer screen Check Out Our Upcoming Free Webinar Downloadable PDF Browse Our Free Resources Woman streaming a webinar Watch Recorded Webinars Control You Retirement Destiny podcast artwork Listen To The Podcast Woman sitting in office Meet Our Planners Via Video Start squeezin' orange image Sign Up For Our Free Monthly Newsletter Venn diagram Featured Post

IRA and Roth IRA Basics: Rules and Contributions Limits

An Individual Retirement Account, most often called an IRA, is a type of retirement savings account that offers special tax treatment when you contribute funds to save for your retirement. Can anyone contribute to an IRA? Not exactly. A set of IRS rules determine if you can make an IRA contribution, the type of IRA you can contribute to, and... View Article

July 8, 2020 ·
401ks
IRA and Roth IRA Basics: Rules and Contributions Limits

How Do You Rebalance Accounts in Retirement?

Smart investors follow a plan, specifically an asset allocation plan. An asset allocation plan tells you how much of your total investments should be in stocks versus bonds. From there, you drill down into additional details such as how much should be in large-company U.S. stocks (or index funds) vs. international vs. small cap. You maintain investment ratios by rebalancing... View Article

June 11, 2020 ·
Retirement Planning
How Do You Rebalance Accounts in Retirement?

7 Basic Things You Should Know About Your 401k Plan

I recently spoke with a good friend from college who had the misfortune to lose his job. Did you have a 401(k)?” I asked him. “I think so,” he responded. “I see money coming out of my check going somewhere.” I continued to inquire. “Do you know how it’s invested? What about a company matching contribution?” My friend paused a... View Article

June 2, 2020 ·
401ks Investing for Retirement
7 Basic Things You Should Know About Your 401k Plan

How Much Should I Withhold for Taxes in Retirement?

Many upcoming retirees aren’t quite sure how to estimate taxes in retirement. It’s similar to the way you calculate taxes while working. What is different is the way you withhold and pay those taxes. You need to have an estimate of the amount of taxes you are required to pay so you know what amount to have withheld from pensions,... View Article

May 21, 2020 ·
Tax Planning
How Much Should I Withhold for Taxes in Retirement?

When Can You Retire?

When can you retire? When you can answer these 7 questions, you are probably ready to retire.

May 19, 2020 ·
Retirement Planning
When Can You Retire?

When to Start Social Security for Singles, Marrieds, and Survivors

What would you guess your Social Security benefits are worth; a few hundred thousand dollars, maybe? Would it surprise you to know that over 25 years the average single person could receive $500,000 or more in total Social Security benefits? Many married couples will get over a million dollars. According to the Social Security office, in 2020, the average monthly... View Article

May 12, 2020 ·
Retirement Planning Social Security
When to Start Social Security for Singles, Marrieds, and Survivors

Inheritance Tax Checklist: Know Before You Sell

Inheritance taxes are complicated. Many people don’t realize that inherited assets—property, stocks, investment accounts, etc.—may be subject to taxes and that there are specific tax rules for each type of asset or account. So before you start selling off assets, make sure you know the rules. We are not talking here about estate taxes. Estate taxes apply to the total value of... View Article

May 12, 2020 ·
Tax Planning
Inheritance Tax Checklist: Know Before You Sell

Hidden Estate Planning Mistakes That Have Horrible Consequences

Imagine your spouse is ill, and you meet with an estate planning attorney to get your family affairs in order. Your attorney drafts a trust document and a will. You and your spouse sign it. You think everything is fine. Your spouse passes, and shortly after that, you find that the accounts are not set up to transfer the way... View Article

May 11, 2020 ·
Retirement Planning
Hidden Estate Planning Mistakes That Have Horrible Consequences

The Tone Most Needed in a Pandemic World (and why we follow a disciplined investment approach)

How do you invest if you believe nature is natural, random things happen, no one can predict the future and much of success is really luck?

April 6, 2020 ·
Investing for Retirement
The Tone Most Needed in a Pandemic World (and why we follow a disciplined investment approach)

IRA Rollovers, IRA Transfers and 15 Other IRA Basics

Individual Retirement Accounts, called IRAs, are one of the most common and accessible ways to save for retirement. Over the years, rules about IRAs have changed. Many people think they know how an IRA works or what they can do with it, but every week I still surprise people with some of the IRA facts I share below. 1. What... View Article

March 3, 2020 ·
Investing for Retirement
IRA Rollovers, IRA Transfers and 15 Other IRA Basics
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