Stern Advice: Countdown to Retirement |
April 23, 2012 |
Retirement Planning, Your Retirement
Known as both “the red zone” and “the transitional phase”, the 5 years prior to retirement is an important time in an individual’s life. This phase can be tedious and cause anxiety, but an article posted by Linda Stern highlights some important things to consider early in your planning phase to ensure that the stress and strain is kept at a minimum. Here are the titles of the guidelines that she presents. Get Specific about life planning Become a Social Security savant Do a health-care...
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IRI Survey: Roughly 75% of Baby Boomers Attach High Importance to Tax-Deferral |
April 5, 2012 |
Retirement Planning, Your Retirement
A recent study confirmed that a vast majority place a high importance to tax-deferral in retirement planning. Roughly three out of four (74%) noted it as being important and 44% considers tax-deferral to be very important according to a study from the Insured Retirement Institute (IRI). This report was based a sample of 503 Americans between the ages of 50 and 66. Its output highlights the widely felt consequences that any potential changes to tax laws would cause. Some key statics from this report were...
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