Should I Rollover My 401(k)?
There are a number of considerations when deciding to rollover a 401(k) or not. Here are some of the key factors you should be aware of in determining what's best for you.
4 Year Long Tax Tips for Retirees
Whether you’re just easing out of the workforce or you’ve been in retirement for a few years now, making the right financial moves is critical. If you’re working with an advisor or taking a look at your finances yourself, one central goal during retirement is protecting your wealth from unnecessary taxes.
What is Modified Adjusted Gross Income and Why is it Important to Retirement Planning?
As an individual or couple planning for retirement, you need to be familiar with the term "Modified Adjusted Gross Income" or MAGI. It's a term that is thrown around a lot in retirement planning, but it can be hard to understand what it means without some explanation. However, it is not only important to understand what it means, but you also need to understand how it is used.