Category: Retirement Planning

Getting Divorced? Get a QDRO

Ladies, we are seriously behind when it comes to retirement savings – and divorce can make that picture even worse. So if your husband has built up a sizable retirement nest egg during the marriage…and you haven’t…you’re probably entitled to a good portion of that money. Due to complicated laws and taxes surrounding retirement plans...

Read More
More Money for You, Less to the IRS: How to Minimize the Taxes on Retirement Withdrawals

The minute you start taking money out of your retirement accounts, the tax meter starts running. But a simple strategy lets you maximize your money and minimize the tax bill…so your retirement savings will last longer. To get the most out of your retirement withdrawals, plan to take the money out in this order. Step...

Read More
Don’t Skip this Crucial Wealth-Building Step!

Workplace retirement plans, like 401(k)s, let you save for your future without much thought after you first sign up. That "set it and forget it" strategy works really well on the contribution side, so you’re constantly adding money without skipping. But that’s not the best strategy for wealth building. Only about 20% of people regularly...

Read More
Don't Lose 30% of Your 401k! Roll it Over the Right Way

When you leave your job, no matter the reason, your 401k can come along. Some financial advisors make it seem like a complicated process, but a 401k rollover (where you transfer your money from one retirement plan to another) is really very simple. And as long as you do it the right way – a...

Read More
How to turn $1 into $30,168

It’s hard to imagine saving $30,000. But $1 – that’s easy. And you can turn that $1 into $30,000 without breaking a sweat. All it takes is… Time. It’s one of the most important factors when it comes to building wealth. And the sooner you get started, the more time your money has to do...

Read More
How Single Moms can turn $1 into $30,168

It can be really hard for single moms to save money – let alone saving up $30,000. But saving $1 – that you can do. And that’s really all you need to do to end up with $30,000. Because you can turn that $1 into $30,000 without breaking a sweat, without depriving your kids or...

Read More
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram