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Potential Tax Shelter on your 401k

Posted on June 22, 2012 by bobrichards

Everything you roll into an Individual retirement account will be taxed at your ordinary income tax rate once you withdraw it. Normal income tax has … [Read more...]

Retirement Options Starting at 60?

Posted on June 22, 2012 by bobrichards

"My wife and I are 60 and 62. We're self-employed, renting the house we raised our kids in and have no retirement plan beyond an IRA and a little … [Read more...]

Can you Utilize an SPDA?

Posted on June 20, 2012 by bobrichards

With retirement just a couple years away, you may find yourself contributing seriously to your retirement portfolio. You would like to get just as … [Read more...]

Are You at Risk for Outliving Your Retirement Money?

Posted on June 20, 2012 by bobrichards

Could underestimating your longevity mean you'll run out of retirement money? At age 65, the average life expectancy is 81.8 years for a man and 84.8 … [Read more...]

Lump Sum – The Best Use of this Retirement Money

Posted on June 19, 2012 by bobrichards

Many retirees face the 'Lump Sum' dilemma when retiring from their company: 'Should I take a lump sum which I will manage for all or part of my … [Read more...]

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Recent Posts

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  • Bear Market - When Will It End?
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  • How to Pay Lower Taxes on IRA Distributions
  • Retired and Stocks Losing Value

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