Retirement Planning Insights

Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.

529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a beneficiary’s Roth IRA, enhancing long-term financial strategies.

Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security

Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer’s plan, or rolling them into an IRA.

During times of financial hardship people are forced to think – when life hands you lemons, take a loan. We get it! High inflation and a volatile economy are pushing people to think about where they could tap into fast cash if they needed it. A quick search on the internet will show you the […]