retirement

Disney and Other Amusement Parks Have New Rules in the Coronavirus Era

Leave a Comment / This Week's Must Read /

From AARP.com Temperature checks, mask requirements and more Many amusement and theme parks in the United States that closed suddenly in March due to the pandemic have now opened — including biggies such as Disney’s four parks in Orlando, Florida. But across the board, new rules and changes are in effect, such as requiring face coverings unless you’re eating […]

Disney and Other Amusement Parks Have New Rules in the Coronavirus Era Read More »

IRS Clarifies COVID-19 Relief Measures for Retirement Savers

Leave a Comment / This Week's Must Read /

Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope

IRS Clarifies COVID-19 Relief Measures for Retirement Savers Read More »

CARES Act: Retirement Plan Relief Provisions

Leave a Comment / This Week's Must Read /

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis. The CARES Act provisions for retirement plan relief for individuals under federal tax

CARES Act: Retirement Plan Relief Provisions Read More »

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

Leave a Comment / This Week's Must Read /

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act) Read More »

Five Retirement Lessons from Today’s Retirees

Leave a Comment / This Week's Must Read /

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. Once again, in 2019, retirees expressed stronger confidence than workers: 82% of retirees reported feeling “very” or “somewhat” confident, compared with 67%

Five Retirement Lessons from Today’s Retirees Read More »

10 Years and Counting: Points to Consider as You Approach Retirement

Leave a Comment / This Week's Must Read /

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work

10 Years and Counting: Points to Consider as You Approach Retirement Read More »

Retirement: Pros and cons of fixed-index annuities

Leave a Comment / Annuities, Retirement, The Rest of the Story /

Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those hawking retirement products is something called a fixed index annuity or FlA. Consider: Sales of FIAs rose 14% to $38.7 billion in 2013 and another 24% to $48 billion in 2014, or about 21% of

Retirement: Pros and cons of fixed-index annuities Read More »

Translate »

Want to take control of your financial future? Our FREE workshops cover everything from retirement planning to Social Security strategies.