Retirement
How to Build a Timeline for Your Retirement
In this video, we walk you through a timeline for your retirement that helps you plan everything out in a tax efficient way.
Why Executive Retirement Planning Starts 10 Years Before Retirement
While busy executives frequently delay retirement planning, their position offers unique advantages: higher compensation and specialized employer benefits that can fast-track their path to retirement. Our blog provides the roadmap for executives to leverage these assets through intentional planning 10 years before retirement, turning corporate success into lasting financial freedom.
Why Corporate Executives Need to Plan Around RMDs Now
Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.
Preparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
Everything to Know About Health Savings Accounts
Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.
What are the Latest Inherited IRA rules?
The Inherited IRA rules have changed a lot in recent years. Many recipients of Inherited IRAs are confused about if – and when – they need to take money out of these accounts. This post aims to clear up the confusion, laying out exactly what you need to do depending on what type of Inherited IRA beneficiary you are.
