More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not...Watch Now
BROWSE VIDEOS BY TOPIC... Social Security 401k Retirement
More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not an easy question to answer on the surface, but if you’re able to solve for this one thing first, it will help you know if you’re ready to retire.
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by talking about the factors you need to consider.
In this video, we’ll help you get a better idea of how you can determine whether your taxes will be higher or lower in retirement. We’ll also tell you why paying attention to these savings contributions now could potentially help you save thousands of dollars later on.
Should I claim Social Security at age 67 or 70? This is a discussion we have with clients all the time and it’s critical because Social Security will likely make up a large portion of your retirement income. Knowing whether to claim it at age 67 or waiting until 70 could have a big impact so we want to give it a lot of thought.
Without that steady income stream from work, people most commonly rely on their investments. Depending on where you’ve been saving, your money will likely come out of an IRA or a 401(k) and those withdraws will be subject to tax. Based on the amount of debt our country is facing right now, where do you think taxes are going in the future?
Your 401k is likely your biggest savings tool for retirement and depending on how you manage it could be the difference in retiring early, retiring on time, or having to work a few years longer.
Today we’re going to talk all about the rules around working and collecting Social Security. Everything you need to know will be laid out in this video and Scott will tell you whether or not you can expect deductions from your benefits.
Before you retire, there are three important gaps that you need to have filled to help you enjoy retirement and live with confidence.
The decisions you make today could potentially save or cost you hundreds or thousands of dollars in retirement and a Roth conversion is one of those strategies that could have a significant impact.
Is Social Security running out of money? Should you go ahead and claim your benefits as soon as you’re eligible just in case it runs out?