Tag: Retirement Planning

Developing a Pension Maximization Strategy

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]

By |2019-08-22T20:00:57+00:00August 21st, 2019|Blog|Comments Off on Developing a Pension Maximization Strategy

Single Life vs. Joint & Survivor Pension Payout Options

This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]

By |2019-08-22T20:29:58+00:00August 20th, 2019|Blog|Comments Off on Single Life vs. Joint & Survivor Pension Payout Options

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]

By |2019-08-15T20:53:14+00:00January 2nd, 2019|Blog|Comments Off on A Pitfall of the “Backdoor” Roth IRA Conversion

The Complexity of Retirement Planning

After graduating from college, typically you begin a career and (hopefully) start saving for a rainy day. Years quickly pass and before you know it you might be married with children. Soon after the children arrive, you begin planning [...]

By |2019-07-15T15:05:06+00:00November 1st, 2018|Blog|Comments Off on The Complexity of Retirement Planning

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into [...]

By |2019-07-15T21:28:36+00:00April 16th, 2018|Blog|Comments Off on Medicare: Understand Your Options and Meet the Deadlines

Planning for Retirement—Preparing Your Portfolio

If you are like most people you think about retirement. The closer that day comes the more you may focus on a target date. The determination of that date typically involves both your age and the size of your [...]

By |2019-07-15T20:23:28+00:00December 19th, 2017|Blog|Comments Off on Planning for Retirement—Preparing Your Portfolio

Planning for Retirement—Preparing a Cash Flow Forecast

A retirement cash flow forecast is a tool used by advisors that can help you assess your plans for retirement and to determine whether adjustments are needed to help you achieve your goals. The idea behind the analysis is [...]

By |2019-07-15T21:42:50+00:00February 1st, 2017|Blog|Comments Off on Planning for Retirement—Preparing a Cash Flow Forecast