Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: Safe Money

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan. A correctly…


There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a…


Daily life is full of numbers, and some matter more than others. Here are four financial numbers┬áthat could help you understand and potentially improve your financial situation. 1. Retirement Plan Contribution Rate What percentage of…

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