Where is your retirement money saved? Will it benefit you more now or later? On this episode of Smart Money Questions, Matt answers several FAQs when it comes to your retirement accounts as well as another question about inheritance plans.
Recently, there was a COLA increase of 1.6% for Social Security benefits. Matt will give his thoughts on the long term benefit of having a COLA increase, even though the percentage may not seem impressive at first. We will also discuss why working past age 65 is not so uncommon anymore and the importance of mapping out a plan with how you would like to spend your time in retirement.
People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple’s journey through retirement.
People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple’s seven year journey through retirement.
We’ll answer your questions and determine whether you should get into the landlord game. We’ll also examine whether you should open a self-directed IRA.
Costly mistakes in your estate plan, specifically the passing of your qualified retirement accounts, can be avoided. Learn how, and prevent a headache.
Taking an early retirement is tempting, but have you considered your health insurance options? Matt reviews your coverage options in lieu of Medicare.
401k rollovers are useful tools for transferring retirement accounts. They give you more control over your portfolio and help to alleviate potential tax burdens. Let’s explore the benefits of 401k rollovers.
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