Tags Retirement

Tag: Retirement

When do I need a financial planner along with a CPA in retirement?

How does a CPA or Accountant help retirees? A CPA, or a Certified Public Accountant, is going to help you specifically with filing and preparing...

How to use your IRA money more effectively in retirement

Taking out your IRA money  Below, we are going to go over an example of one hybrid long term care insurance policy specifically designed to...

3 Tax Benefits of Roth IRAs in Retirement

What are the 2 different types of IRAs?  There are 2 basic types of IRAs. Most people have a traditional IRA.  Traditional IRAs are tax-deferred, meaning...

What is the minimum amount of life insurance I should have in retirement?

Why do I need whole life insurance in retirement?  Whole life insurance is permanent. When young, many people carry term life insurance. Term life insurance...

Selling your home in retirement? You might not have to pay taxes on the gain

What are Capital Gains? Capital gains are any profit you make when selling any capital asset you own. Most assets, from stocks to your house...

5 Categories of Investment Risk and How They Affect your Retirement

What do we mean by risk?  Investors and savers face risk no matter what, whether they are completely invested in the market or prefer to...

How to Take Advantage of Low Tax Rates for Retirement

What are marginal tax rates? The federal income tax system is currently made up of seven tax brackets. Your taxable income will determine what bracket...

What is my risk tolerance in retirement?

https://www.youtube.com/watch?v=c8DtypVdoPA

What a Recession Could Mean for your Retirement

The economy has been booming for the past several years. We’ve enjoyed a period of financial ease as a country. However, the more the...

What a Recession Could Mean for your Retirement

The economy has been booming for the past several years. We’ve enjoyed a period of financial ease as a country. However, the more the...
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