The Future of the Fiduciary Rule

Category: Retirement Planning

February 6, 2017  |  

Penalty Free Retirement Withdrawals Prior to Age 59.5? Let’s talk about “Rule 55”

It has been well documented that the earliest age to begin taking withdrawals from retirement accounts is age 59 ½.  This is the age you are now eligible to withdraw money from your IRA, 401(k), 403(b) or other qualified plans without incurring an early withdrawal penalty. Note: You may still have to pay taxes on […]

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December 7, 2016  |  

How Can I Find My Old 401(k) Account?

Key Takeaways Don’t overlook 401(k)s from past jobs. The account value is probably still growing and the money is rightfully yours in retirement. You can roll over an old 401(k) into a personal IRA and often into your new employer’s 401(k) without penalties or tax consequence. The Labor Department and Pension Benefit Guaranty Corp. are […]

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November 30, 2016  |  

I Retired Early! Now what do I do for healthcare?

Key Takeaways Plan ahead and work with your wealth advisor well before a retirement opportunity arises. Continue existing coverage through an early retirement package or COBRA if possible. Your healthcare premiums may be much higher after retirement. Congratulations, you scrimped and saved for retirement. You talked to your wealth advisor and finally pulled the plug.  […]

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October 10, 2016  |  

Medicare Made Easy

As retirement approaches, almost all of us are going to make critical decisions related to medical care.  One of the most important (and perhaps least understood) parts of your plan will be how your Medicare coverage will work. On October 19th at 11:30am ET, we’ll be hosting a free webinar titled Medicare Made Easy with […]

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May 4, 2016  |  

The Vacation Home Primer

Key Takeaways: The purchases of vacation homes have spiked over the past few years. Before purchasing, consider whether you plan on using it yourself or renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. Summer is coming, so if you’re like me you […]

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