Have an IRA? Consider a Charitable Rollover

If you have a traditional IRA and you’re over age 70 ½, you know that there’s a minimum amount you’re... Read More

Retirement Planning: Beyond the Numbers

So much of planning for retirement is focused on the financial, and for good reason: Americans are living longer than... Read More

Planning for retirement is no simple task. In addition to figuring out how much you’ll need to live on and... Read More

When you leave your 401(k) to a designated beneficiary, the money that beneficiary withdraws from your plan is counted as... Read More

When you have a young family, life insurance is an essential part of making sure that your spouse and children... Read More

February 16, 2011 - Andrew Smith

If you’re approaching retirement and still carrying a mortgage, you’re likely to wonder which approach makes more sense: 1) Dip... Read More

February 14, 2011 - Andrew Smith

If you didn’t quite meet your $5,000 IRA contribution limit for last year, there’s still time. You have until April... Read More

February 9, 2011 - Andrew Smith

COLA stands for “cost of living adjustment”, an important term when it comes to retirement benefits – whether those benefits... Read More

January 26, 2011 - Andrew Smith

If you work for a private employer, such as a corporation, you likely have a traditional 401(k) plan. And if... Read More

December 10, 2010 - Andrew Smith

One thing that sets Roth IRA’s apart from other retirement savings plans is their availability as an option for passing... Read More

November 29, 2010 - Andrew Smith

If you have a tax-deferred retirement savings plan, like a 401(k) or a traditional IRA, then you know that once... Read More

November 24, 2010 - Andrew Smith

As you approach retirement, you’re likely paying extra attention to your finances, making sure that everything’s in order and that... Read More