by lportee53 | Oct 3, 2024 | Retirement
Eight Mistakes That Can Upend Your Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. There are common mistakes you can avoid when...
by lportee53 | Sep 12, 2024 | Retirement
Split Annuity Strategy Here’s one strategy that combines two different annuities to generate income and rebuild principal. When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are...
by lportee53 | Aug 14, 2024 | Retirement
Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
by lportee53 | Jul 17, 2024 | Retirement, Savings
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position...
by lportee53 | Jun 5, 2024 | Retirement
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 41 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 32 million households.1 Both...
by lportee53 | May 22, 2024 | Retirement
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
