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What Do We Worry About?
A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement....
Do You Know How to Budget Your Household for Retirement?
Part of the retirement planning process is realistically imagining what you want your life to look like. Bear in mind that you’re really only planning for the first chapter of retirement — the one where you travel, pursue hobbies and spend more time with family and...
RMDs in 2021
Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to spread out the tax burden associated with the years of tax-deferred earnings investors...
Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits for IRAs are relatively low ($6,000; $7,000 for 50-plus), but the Roth is a good...
