Latest articles by Bradley White, CFP™, IAR
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3 Very Different Problems for Today’s Retirees
retirement Times are changing, and your retirement plan needs to keep up. How could low interest rates, higher taxes and longevity risk affect your retirement?
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Thinking of Paying for Long-Term Care from Your IRA? Think Again.
Long-Term Care Insurance Chances are a big portion of your retirement savings are in pretax accounts like a 401(k) or IRA. If you need to tap those accounts for costly care, you must realize that every dollar is taxable. And you might be shocked at the tax rates that come with withdrawals large enough to foot the bill.
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5 Important Questions to Ask Before You Take Your Pension
Making Your Money Last Should you take your pension as a lump sum? That's the first thing people tend to ask, but it shouldn't be the last. Here are five important points to consider before making any moves.
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How to Keep Your Taxes Down in Retirement
taxes Unlike working people, retirees have a lot of options to determine how much they'll pay in taxes. Knowing which income buckets to pull from can mean a difference of thousands on your tax bill.
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When to Take Social Security Sooner Rather Than Later
retirement The longer you wait to start receiving payments, the bigger your monthly check. But here are other factors you’ll want to consider.
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6 Easy Steps to Figure Out How Much You Need to Retire
retirement Before you can reach your lump sum goal, estimate the income required to support the retirement you want.
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