by lportee53 | Mar 20, 2025 | Retirement
Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...
by lportee53 | Dec 26, 2024 | Retirement
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
by lportee53 | Dec 19, 2024 | Retirement
Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the idea...
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...
