Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Accommodating Longevity Risk in Your Financial Plan
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.
Changing Annuities
Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.
Saving Tax-Exempt Funds with Roth 401(k) Contributions
Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
Non-Spouse Inherited IRAs
Our experts discuss a case study involving a non-spouse inherited IRA and what the withdrawal options are for the beneficiary.
Accessing Retirement Funds Using Substantially Equal Periodic Payments
Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.
Making the Most of a Pension Benefit
Our experts discuss the options involved when taking pension benefits, including taking a lump sum.
Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
Insuring Your Home Business
Our experts consider a business owner who operates her business out of her family’s home. The experts look at the insurance policies she should have in place to protect her business and inventory.
To Pay or Not to Pay—Salary vs. Distributions for S Corp Owners
Our experts discuss an S Corp owner who is trying to determine how much he should pay himself as a salary and how much should be a distribution.