Accessing Retirement Money Early
Our experts discuss a case study on how investors can take advantage of the five-year rule on Roth conversions to access retirement funds before age 59 ½ and avoid an early withdrawal penalty.
Taxes, Retirement and Timing Social Security
Sometimes it makes sense to take taxable distributions from retirement plans while deferring Social Security benefits. We explain in this week’s Financial Tip.
Five Ways to Manage Risk in Your Retirement Savings Plan
Deciding to participate in your 401(k) is easy, but you still have to make it work for you. Start by managing risk. Learn all about it in this week’s Financial Tip.
Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.
Don’t Let Your Retirement Savings Goal Get You Down
If your savings goal seems daunting, try focusing more on the details that help refine your plan. We explain in this week’s Financial Tip.
What is the Roth IRA Five-Year Rule?
Roth IRAs have some unique rules regarding withdrawals, and five years is a magic number. We explain in this week’s Financial Tip.
In the News: Retirement Plans for the Self-Employed
As a small-business owner or self-employed individual, there are several factors that can influence your choice of retirement plans.
Retirement Plans for the Self-Employed
Our experts tackle a case study of a lawyer who has recently opened her own firm and is overwhelmed by the retirement savings opportunities. They explain what plans generally work best for the self-employed, and what plans can accommodate employees, should she hire in the future.
Retiring Early and Investing Reduced Benefits
Even though they may have enough saved assets to retire early, many investors still have concerns about taking retirement benefits early at a reduced rate. Read our Article in the Marietta Daily Journal
Retirement Plan Is Key to Confidence, Survey Finds
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.