The Inevitable Drop
Market Watch says it’s not only possible – it’s probable – that you’ll see one-or-more market crashes over the course of your retirement. How seriously should we take predictions like this, and how can we pull back some of that risk? {% video_player “embed_player” overrideable=False, type=’scriptV4′, hide_playlist=True, viral_sharing=False, embed_button=False, autoplay=False, hidden_controls=False, loop=False, muted=False, full_width=False, width=’720′, […]
Is Your Brain Sabotaging A Successful Retirement?
If you had to really think about EVERY POSSIBLE THING when making a decision, it would take a lot of time to make even the simplest choice.
Will You Have To Pay Tax On The Sale Of Your Investment? (Flow Chart)
Determining the tax impact of selling an investment can be complicated. To help make this easier, we wanted to share this “Will I Have To Pay Tax On The Sale Of My Investment?” flowchart. Use this to help figure out the tax liability on the sale of your investment. Addressing some of the most […]
4 New Tax Proposals That Could Shake Your Retirement Plan
Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how those nearing retirement build efficient retirement income plans. So, what you can do to help mitigate the situation should these proposals become law? In this episode of After the Paycheck, Sam and Adam discuss: Four major tax changes/proposals being considered […]
Old 401k Options & The Pros/Cons Of Each
When you change employers or enter retirement, you likely have four choices of what to do with your retirement account. Most of these steps will be the same whether your retirement account is a: 401(k) Profit Sharing Plan Cash Balance Pension Plan, 403(b) 457 retirement account What are those choices, and what are the pros/cons […]
The Role Dividend Paying Stocks Play In Your Retirement Portfolio
The notion of using dividends in retirement, either as a way to complement other financial assets, or perhaps rely on them for an even larger percentage of income, is drawing plenty of interest these days. But what role do dividend-paying stocks still play in retiree portfolios today? How do you know if you have the […]
Should You Consider A Roth Conversion? (Flow Chart)
Avoid paying unnecessary taxes in your retirement accounts. Figuring out what types of retirement accounts are taxed, and at what rate, can be very confusing. Use this Roth Conversion Flowchart to determine if a Roth Conversion is the right move for you. There are a lot of important considerations to weigh before doing a Roth […]