Retirement

I hope you’ve enjoyed the holidays. As we ring in the New Year and start our client review cycle, one of the things that we do for our clients is to review the beneficiary designations of their retirement accounts (pensions,READ MORE

IRA & QRP Retirement Account Distribution Rules — With the year-end approaching, an important deadline for retirement account owners is also coming: Required Minimum Distributions. This article will deal with some of the distribution rules surrounding IRAs and Qualified RetirementREAD MORE

There has been a lot written about Social Security lately, but I was stunned recently by a presentation at the UCSD Economics Roundtable. According to Professor John Shoven of Stanford University (who studies Social Security, aging and retirement), the VASTREAD MORE

“I think most clients don’t really think to coordinate with the charity as to how they should be gifting. Most clients will just write a check or drop $50 in the collection jar.” —Rick Brooks, June 17 interview with InvestmentREAD MORE

People planning for their retirement face some big questions. The ones we most often hear include: “How much of a ‘paycheck’ can I pay myself in retirement?” “What if that paycheck isn’t enough to cover my expenses over time?” “HowREAD MORE

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