Category: Retirement Planning
Updated on March 9, 2023
What’s The Appropriate Risk Level In Your Investment Portfolio? Order A Tesla.
Have you ever purchased a Tesla automobile? The ordering process is rather remarkable: your car is custom made to your specifications, then either delivered to your nearest service center or directly to your front door. Every option, from …
Updated on January 3, 2018
Roth IRAs: When Should You Take Distributions?
The benefits of contributing to a Roth IRA are significant, as it, along with Healthcare Savings Accounts, enable not just tax-deferred investment compounding, but tax-free investment withdrawals (if certain conditions are met, see below) without a required schedule. …
Posted on April 18, 2017
Adventurer or Retreater: What’s Your Retirement Path?
In Nancy Schlossberg’s new book, Too Young to Be Old, she outlines six primary paths followed by retirees. Will you be a ‘Continuer’, engaging in some activities similar to those during your career, only without the income? An ‘Adventurer’, …
Posted on April 13, 2017
Want to get an extra $7.75k in your IRA?
It’s possible. Only it isn’t an IRA. It’s a Health Savings Account (HSA), available to anyone who is subject to a high-deductible healthcare plan ($1.3k individual/$2.6k family; out-of-pocket limits also apply) outside of Medicare and Medicaid. The details …