Retirement

Those of you who participate in 401(k) plans or certain 403(b) plans should see something new on your next quarterly statement for the period ending June 30, 2022.

Retirement planning involves identifying expenses, sources of income, and saving enough money to cover a certain percentage of your living expenses.

In addition to when to retire, a good question to ask is where.

Most everyone knows about the use of an IRA or 401(k) account for retirement, but I suspect few understand that a Health Savings Account can also be considered an important retirement account.

A significant percentage of IRA assets will ultimately go to non-spouse beneficiaries. When these beneficiaries inherit the funds, special rules kick in. You need to know these rules to avoid making a costly mistake.

Retirement is a topic that regularly makes headlines, and not all of them are encouraging. Americans are living longer than ever before. Here are some of the more startling truths about retirement in the United States.

No matter your age, you probably have a lot of questions and concerns about saving for retirement. How to save for it, what options are available, and how much money should you be socking away? Get help determining an ideal 401(k) contribution strategy.