If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State. From the warmer weather to a stunning skyline, a Dallas, Texas, retirement is a beautiful way to spend your golden
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision or approval to expand retirement savings initiatives from the 2019 SECURE Act. The Senate proposed a similar bill in May
You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an exciting European city. Retiring overseas is a dream for many Americans—according to a 2021 survey, a staggering 12% of Americans
You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement nest egg. For this reason, finding safe strategies that protect your money but allow you to have asset growth is
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and other factors that impact their investing and saving for retirement. Women need to recognize the barriers to saving and investing
Communicating about money with your significant other is vital to a successful, lasting relationship. Transparent, open-minded conversations about money are an essential step towards setting and meeting the financial goals you have as a couple. Whether you’re new to discussing household financial planning with your partner or need a refresher,
The pandemic and recession of 2020 have negatively affected the Old-Age and Survivors Insurance benefits, commonly known as Social Security retirement benefits. With fewer payroll taxes collected throughout this period due to declining workers, layoffs, decreasing working hours, and increased unemployment benefits, the fund is facing insolvency. The Social Security
As part of the Build Back Better Bill approved in November 2021, changes are coming to the rules for using a backdoor Roth IRA conversion. If you are considering a ‘backdoor’ Roth IRA conversion or are curious about what it is, this article will help you understand the changes coming
There are changes to Required Minimum Distributions (RMDs) that you need to be aware of for 2022. RMD ages have changed and now the RMD tables are changing along with the new later RMD age of 72. Here are noteworthy things to know about how you may be impacted in
Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans wonder if they’ll have enough money saved by their retirement age. Even those who contribute to a 401k plan or Roth IRA, may still worry if they’re doing enough to secure a healthy nest egg.
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