by John Rothe, CMT | Jul 25, 2017 | Financial Planning, Retirement
Companies are luring & retaining employees with this key perk. What do your retirement plan participants wish you would offer? Besides the chance to save and invest part of their paychecks, that is? The answer could be “a little more help.” Last year,...
by John Rothe, CMT | Jul 17, 2017 | Financial Planning, Retirement
Self-directed brokerage account can be a powerful tool when saving for retirement — if used properly. Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to see if...
by John Rothe, CMT | Jul 3, 2017 | Financial Planning, Retirement
An IRA worth $1 million or more must be a product of very early retirement planning and very astute investing, right? Compounding and great yields certainly count, but they aren’t the only reasons behind seven-figure IRAs. According to a recent report from the...
by John Rothe, CMT | May 9, 2017 | Retirement
Do you really want to risk facing these potential outcomes? Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a...
by John Rothe, CMT | Apr 27, 2017 | Financial Planning, Retirement
Keep an eye on where it goes, as some destinations may be better than others. You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the...
by John Rothe, CMT | Mar 17, 2017 | Retirement
Will it apply to your retirement savings distribution? If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take...
