Retirement

Retirement Planning

Estate Planning for Seniors

Gentreo is an estate planning for seniors solution that offers state-specific estate planning plus you can make a will and…

6 years ago

401(k) or IRA: Which Is Better?

IRA and 401(k) account both offer tax-deferred growth on your investments, so taxes are paid only when withdrawals are made.…

6 years ago

How Much Should Be In My 401(k)?

Factoring in a similar lifestyle, inflation, stock market growth, and employee benefits, the answer is…Read more ›

6 years ago

How To Retire Early In 5 Simple Steps

To retire early, create a retirement budget, calculate your retirement income, save and invest for the long-term, and factor in…

6 years ago

What Are The Rules For Roth IRA Withdrawals?

Roth IRA contributions are made with after-tax dollars so qualified distributions are not taxed but what are the withdrawal rules…

6 years ago

Best Retirement Plans For Independent Contractors

The best retirement plan for an independent contractor depends largely on how many, if any, employees work for them. Read…

6 years ago

What Is A Springing Power Of Attorney?

A springing power of attorney takes effect when certain conditions are met, such as when a person becomes incapacitated or…

7 years ago

Annuity vs IRA Pros and Cons

An IRA is a retirement account designed to save and invest money for retirement whereas an annuity is an insurance…

7 years ago

Can I Retire Yet?

Can I retire yet is a popular question financial advisors receive. The answer depends on your nest-egg size, social security…

7 years ago

What Is The Fiduciary Rule?

The Fiduciary Rule requires financial advisors, insurance agents and brokers to act in the best interests of clients, superseding their…

8 years ago

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