May 30, 2014 | Retirement Plans
“Is it better to save for retirement in a Roth IRA or a traditional IRA?” asks Robert Berger in a comprehensive usnews.com piece. In the second of two blogs drawn from Berger’s superb piece, he considers… “The Roth conversion. The availability of Roth...
May 27, 2014 | IRA, Retirement Plans, ROTH
“Is it better to save for retirement in a Roth IRA or a traditional IRA?” asks Robert Berger in a comprehensive usnews.com piece. “Spend a little time researching this question, and you’ll learn an interesting mathematical truth: If your tax rate is the same when you...
May 23, 2014 | Retirement Plans
“The average age at which U.S. retirees report retiring is 62, the highest Gallup has found since first asking Americans this question in 1991,” writes Rebecca Riffkin on gallup.com. “This age has increased in recent years, while the average age at which non-retired...
May 20, 2014 | Retirement Plans
We seemingly never cease pondering the question of when to retire, but today let’s consider the issue of where to do it. For many, the answer may hinge on any number of factors, including local taxes, health services, proximity to friends and family members and, of...
May 16, 2014 | Retirement Plans
It would be difficult to make the case that the bounty of material available at the U.S. Department of Labor website makes for addictive, page-turning reading, but there’s no denying that it is helpfully informational and well-organized. Here, for example, via its...
