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401(k) Withdrawal While Still Employed Thumbnail

401(k) Withdrawal While Still Employed

Many people believe that you can only complete a rollover when you switch jobs, but an in-service rollover allows you to move your 401(k) funds into an IRA without changing employers.

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How Your Money Mentality Should Change in Retirement Thumbnail

How Your Money Mentality Should Change in Retirement

After years of strenuous work, retirement is the light at the end of the tunnel for many of us. However, what we don't realize is that this shift from gaining employment-based income to using investments as our primary source can be tougher than expected.

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Social Security and Your Spouse

Social Security will provide benefits to your spouse if you are receiving the retirement benefit. This is regardless of whether your spouse has worked or not. In some cases, even ex-spouses can claim. To qualify, your spouse must be at least 62 years old.

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Social Security and Retirement Earnings

If you want to enhance your retirement lifestyle, or are not quite ready to retire fully, then you can still work and collect Social Security benefits. However, before starting a retirement job, make sure to crunch the numbers to see how your Social Security payments will be affected.

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WEBINAR: How will inflation affect my retirement? Thumbnail

WEBINAR: How will inflation affect my retirement?

Inflation is a topic of concern, especially given the current climate. Because of inflation, the actual money you’ll need to save for retirement is more than you think. This webinar addresses how to plan for inflation and pitfalls to avoid.

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