Asset Allocation: Projecting a Glide Path
You could spend as long tapping your nest egg as you’ve spent creating it, so your asset allocation strategy is important. Read more in this week’s Financial Tip.
I'm Getting Remarried. How Will this Affect My Social Security Benefits?
A blushing bride at 60—afterall, 60 is the new 30! With a new marriage, your Social Security benefits may change. Learn more in this week’s Financial Tip.
Can I Convert My Traditional IRA to a Roth IRA in 2012?
Between market dips and possibly higher taxes next year, 2012 might be a good time to convert an IRA to a Roth IRA. Learn why in this Financial Tip.
Considering an Offer to Retire Early: Should You Take It?
An early retirement? Sure…but before you accept your company’s offer, understand the financial impact of your decisions. Learn more in this week’s Financial Tip.
Interpretation of Fee Disclosure Rules May Greatly Affect Plan Brokerage Windows
Wes Hackney, CFP®, joins “Money Talks” to discuss the Department of Labor’s recent comments on some 401(k) plans’ self-directed brokerage windows.
Busting Retirement Myths
The “Money Talks” hosts address some common retirement myths and determine if there is any truth behind them.
What Happens to My Retirement Benefits if My Employer Goes Out of Business?
You have a 401(k) plan, but what happens if your employer goes out of business? Find out in this Financial Tip.
Rule 72(t) Allows for Penalty-Free Substantially Equal Periodic Payments from Your IRA Before Age 59½
Certified Financial Planner Jennifer Thomas joins the show to discuss substantially equal periodic payments available from IRAs under Section 72(t) of the Internal Revenue Code.
Will You Outlive Your Money?
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
What to do with an Old 401(k)
As you change jobs throughout your career, you may accumulate different 401(k) plans along with experience. Sometimes, it is best to leave your assets in the plan; however, you should consider consolidating your assets in an IRA.