Category: Retirement

Retirement Planning

Category: Retirement

Retirement Planning

Estate Planning for Seniors

by George Windsor Updated: October 4, 2019 Estate Planning

Gentreo is an estate planning for seniors solution that offers state-specific estate planning plus you can make a will and choose a health care proxy.

401(k) or IRA: Which Is Better?

by George Windsor Updated: July 22, 2022 Investing, Retirement

IRA and 401(k) account both offer tax-deferred growth on your investments, so taxes are paid only when withdrawals are made. Contributions to traditional IRAs and 401(k)s are both tax-deductible. Roth IRAs contributions are taxed upfront so no taxes are paid on qualified withdrawals.

How Much Should Be In My 401(k)?

by George Windsor Updated: May 13, 2019 Investing, Retirement

Factoring in a similar lifestyle, inflation, stock market growth, and employee benefits, the answer is…

How To Retire Early In 5 Simple Steps

by George Windsor Updated: May 9, 2019 Retirement

To retire early, create a retirement budget, calculate your retirement income, save and invest for the long-term, and factor in hidden costs during your golden years.

What Are The Rules For Roth IRA Withdrawals?

by George Windsor Updated: March 19, 2019 Investing, Retirement

Roth IRA contributions are made with after-tax dollars so qualified distributions are not taxed but what are the withdrawal rules for Roth IRA accounts?

Best Retirement Plans For Independent Contractors

by George Windsor Updated: March 13, 2019 Investing, Retirement

The best retirement plan for an independent contractor depends largely on how many, if any, employees work for them.

What Is A Springing Power Of Attorney?

by George Windsor Updated: September 18, 2018 Estate Planning, Investing, Retirement

A springing power of attorney takes effect when certain conditions are met, such as when a person becomes incapacitated or mentally incompetent. A durable power of attorney takes effect immediately after signing legal documents.

Annuity vs IRA Pros and Cons

by George Windsor Updated: August 11, 2022 Retirement

An IRA is a retirement account designed to save and invest money for retirement whereas an annuity is an insurance product that brings peace of mind to individuals worried about outliving their nest-egg savings.

Can I Retire Yet?

by George Windsor Updated: August 11, 2022 Investing, Retirement

Can I retire yet is a popular question financial advisors receive. The answer depends on your nest-egg size, social security income, tax bracket and expenses.

What Is The Fiduciary Rule?

by George Windsor Updated: November 3, 2018 Investing, Retirement

The Fiduciary Rule requires financial advisors, insurance agents and brokers to act in the best interests of clients, superseding their own interests.

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