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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.

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.

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.

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.

Young or old, it's important to understand Social Security. According to the Social Security Administration, the Trust Fund will be depleted by 2034. If no changes are made, this means future recipients could face an estimated 22% reduction in their benefits.

Before you retire, there are a few things you need to know in order to make sure you have a comfortable retirement. Here are three key points to consider and plan for before making that leap.

In this article we'll explore some of the benefits and drawbacks of early 401(k) rollovers and help you select the best decision for your future. Read on if you want to learn about rolling over your 401(k) to minimize paying taxes.

If you're like most people, when you think of Medicare, the first thing that comes to mind is "health insurance for seniors." And while that's one of the things Medicare does, it's much more than that.

As a high-income earner, it's vital to have a comprehensive understanding of the tax laws that apply to you. There are a number of tax reduction strategies available to high earners, and in this blog post, we will discuss some of the most effective ones

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.

There are a lot of factors that go into determining what tax bracket someone falls under. If the idea of filing taxes sounds stressful for you and your spouse, then we encourage you to please reach out to us for a free consultation.