The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.
Q&A Time: Using a Pension to Fund a Home Purchase, Carlyle Group, SanDisk and More
The “Money Talks” hosts answer a variety of listeners’ questions on The Carlyle Group, SanDisk, and saving to a 401(k) if you plan on retiring early.
Social Security Disability Benefits
The amount of your monthly disability check is based on your average lifetime earnings.
Contributing to both an Individual 401(k) and a 401(k)
The hosts of “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, and Matt Hames, CTFA, discuss the overall 401(k) contribution limits. They describe the contributions limits for both salary deferral and profit-sharing contributions, and the best way to maximize your investment.
GAO Report Reveals Why People Claim Social Security Benefits Early
Taking Social Security at 62 reduces your monthly benefit, but there are plenty of reasons people do so. Read what they are in this Financial Tip.
Q&A Time: Solo 401(k)s, Market Research Companies, Yelp and More
The “Money Talks” hosts address a variety of listener questions, including saving to a solo 401(k) and investment research companies.
Retirement Myths and Realities
What will be your retirement reality? Do you know how much of it will be spent watching TV? Read about retirement myths and realities in this week’s Financial Tip.
How the Windsor Decision Affects Retirement Plans
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.
Q&A Time: Sweep Accounts, Flex Spending Accounts and Insurance Penalties
Is a flex spending account worth it? We discuss the tax savings in our “Money Talks” Q&A Segment.
How Much Annual Income Can Your Retirement Portfolio Provide?
Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.