Should retirees roll their 401k or 403b over into an IRA? The answer for many retirees is yes — and in this post, we outline four important reasons why a rollover might make sense for you, along with some key caveats and considerations to keep in mind.
For most people approaching retirement, when to take Social Security is one of the most important financial decisions you'll ever make. The timing of your claim can impact your lifetime income, your spouse’s survivor benefits, and even your long-term tax strategy.
What if you could retire early AND pay no income tax? As fee-only financial planners working with clients in Raleigh, Charlotte and throughout North Carolina we've used this strategy to help our clients pay zero income tax.
At the heart of every retirement plan are two core assumptions that drive everything—from your projected net worth to your ability to retire when you want.
Mike Palmer shares his perspective with MarketWatch on the value an advisor can add to a newly retired couple with $3.7 million in retirement assets.
Much of Roy's homespun wisdom can help make you a better investor.