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retirement planning

Recent Posts in retirement planning Category

  • RETIREMENT CAN BE ELUSIVE FOR BOOMERS

    Surveys that have been conducted over the last few years are consistently indicating that many members of the baby boomer generation are not financially confident as their preferred retirement dates approach. A lot of people who are feeling as though they may not be able to retire soon as they would like to and cite the economic crisis that came to a head in 2008 as the primary reason why they ...
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  • TO CONVERT OR NOT TO CONVERT: THE ROTH IRA

    Roth IRAs have wonderful benefits: tax free growth and tax free distributions. So, when you have the opportunity to convert assets from a traditional IRA to a Roth IRA, should you make the conversion? Here are some considerations that will help you to decide: Zero tax bracket : If a full conversion or partial conversion can be offset by deductible losses (i.e. business losses, mortgage interest, ...
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  • Long Term Planning & Cost Control

    When you are planning for the more active segment of your retirement years through to the end of your life you have little choice but to proceed with a good bit of speculation. It is easy to be cavalier and talk about planning for all of the eventualities of aging as though it is a simple matter of moving numbers around. But depending on where you are in your life now, how your latter years ...
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