Tag Archives | retirement

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R is for the New “Retirement Reality”

Many of us see ourselves retiring before we hit seventy but the reality of this happening is becoming more of a dream. As a matter of fact, a growing number of Americans are embracing this new reality and driving themselves to work well into their 70s. A new Bankrate survey finds 70 percent of people […]

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R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

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J is for Jeopardizing an IRA Transfer

                About to Rollover an IRA? You may be leaving one provider for another or it may be that you’re leaving a job. Whatever the reason, before you begin initiating an IRA rollover beware of some common mistakes that may jeopardize your account. Time Limit – you have […]

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Couple excitedly looking at a catalogue

I is for “I Say, You Say”

  Being part of a committed couple, or partnership, takes a lot of work and compromise. Most would agree that being on the same page in life is one of the top priorities for a lasting relationship. Unfortunately, a lot of couples don’t think past becoming empty nesters or retirement, and if they do, their […]

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advisors View

AZ Asks: Advisors Views

A feature from Ann Zuraw, Zuraw Financial Advisors, LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience.   Your 401(k) Plan: Is it Time to Re-Think Your DIY Strategy? If asked, most people would probably agree that saving for a secure and comfortable retirement […]

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What is the Number One Concern about Retirement?

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What money should I take first in retirement?

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C is for Can You Afford Early Retirement?

Early retirement is a phrase many Americans wish they could turn into a reality. While retiring in your 50s or early 60s sounds enticing, it typically requires years of planning to make sure you’ve accumulated enough retirement assets to last for 20 or 30 years or more. It’s important to factor in how an early […]

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Retirement and Divorce

R is for RETIREMENT Benefits

    Dividing the Retirement Assets in a divorce can be complicated. It is important to review the following list of questions so you do not miss out on a retirement benefit.   What is the market value of the retirement accounts as of the Date of Separation? How much of the retirement account was […]

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