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4 Potential Problems with Your 401(k)

For Mark Roberts' Use: When it comes to retirement planning, a 401(k) provides an excellent opportunity to prepare for the future while also enjoying certain tax perks now. However, like any investment product, a 401(k) should be used wisely in order to gain the most benefit from it. As you continue to save and plan [...]

By |2020-03-15T20:52:30-05:00March 15th, 2020|Retirement|0 Comments

Consider This Social Security Strategy When Planning for Retirement

For Mark Roberts' Use: Retirement planning can be a complicated topic, and accurately predicting the future is not always possible. But when it comes to Social Security, it pays (literally) to weigh your options, time your claim accordingly, and consider certain other factors before claiming your benefits. Those “certain other factors” are often misunderstood. As [...]

By |2020-03-08T21:29:03-05:00March 8th, 2020|Retirement|0 Comments

Coronavirus and the Global Economy

For Mark Roberts' Use: With the death toll from the coronavirus outbreak now reaching nearly 3,000, public health officials are releasing a variety of warnings to help us prepare for the potential impact. But aside from washing your hands and eating a healthy diet to avoid infection, you might also be wondering about the financial [...]

By |2020-03-02T09:53:02-06:00March 2nd, 2020|Retirement, The Economy|0 Comments

How Does the SECURE Act Affect Your IRA Planning?

For Mark Roberts' Use: In response to concerns about the state of retirement planning in the US, President Trump signed the SECURE Act last month. The Setting Every Community Up for Retirement Enhancement Act aims to address the fact that one-quarter of Americans have no retirement savings whatsoever. Meanwhile, those who are saving for retirement [...]

By |2020-01-26T18:52:55-06:00January 26th, 2020|Retirement|0 Comments

Will Medicare Be Enough?

For Mark Roberts' Use: Throughout most of our lives, housing is often the biggest expense we face. That often changes in retirement, with healthcare becoming the most expensive monthly item in our budget. A 65-year-old couple retiring this year can expect to spend $285,000 on healthcare over the course of their retirement years. And yes, [...]

By |2019-12-22T18:27:28-06:00December 22nd, 2019|Retirement|0 Comments

Some States Don’t Tax Social Security Benefits

For Mark Roberts' Use: After working and paying taxes throughout your career, along with paying into Social Security for all of that time, it might surprise you to learn that your Social Security benefits can actually be taxed in retirement. Depending upon your provisional income, you might owe income taxes to Uncle Sam. Currently, a [...]

By |2019-12-16T08:23:28-06:00December 16th, 2019|Retirement|0 Comments