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IRA Conversions
The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions beginning in the year you turn 70-1/2 Leaving...
Bridging The Income Gap
Social Security was never designed to be an individual's sole source of retirement income. Instead, it was meant to bridge the gap between people's income from pensions and savings and their monthly expenses. Today, however, nearly two-thirds of all seniors rely on...
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too old or disabled to continue working. Participation in the Social...
So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keogh, SEP-IRAs, and traditional IRAs available for specific needs and has...