Taxes Are On Sale And You Can Save Thousands By Paying Them Now |
May 15, 2013 |
Member Posts, Nina Avery, Retirement Planning
Written By: Nina Avery, CFP® | Avery Safe Money Solutions You may find it hard to believe that taxes are currently at historically low rates. You may find it harder still to believe that your traditional qualified retirement plan (IRA, 401k, 403b, etc.) is a tax bomb waiting to happen. “Conventional wisdom” advises delaying or postponing paying taxes – you might know this as deferring – but the truth is, you are not just postponing the tax, you are also postponing the tax calculation. You...
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Protecting Against Uncertainty |
May 1, 2013 |
Cal Burgess, Member Posts, Retirement Planning, The United States Economy
Written By: Cal Burgess | Retirement Servicing Group This morning I took my son to a local diner for breakfast. During the meal I couldn’t help notice the couple to the booth in front of me discussing how to protect a lump sum of money. This couple was in their mid 30s, with a 3 yr old they were busily entertaining. The option they were discussing was a 5 year CD. I found it interesting that the husband made the remark “5 years from now...
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Is Early Retirement Without a Fortune Possible? |
March 19, 2012 |
Retirement Planning
For the many who have realized lackluster returns in the volatile stock market over the past 10 decade, the thought of retirement brings feelings of anxiety due to worries of having enough money to have a comfortable lifestyle in retirement. Financial experts often recommend that workers postpone retirement as wages stagnate, 401(k) portfolios underperform, and pension plans are mostly a thing of the past. However, some people have discovered that the anxiety can be alleviated with a bit of careful planning and dedication. In an...
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