Although many of the complicated strategies around Social Security regarding spousal benefits have been eliminated, there are still options to consider regarding when to begin your, or your spousal, benefits
The IPERS pension system is a great option for many Iowa retirees. But there are some really important things to know about the payout options available for IPERS retirees before
The TIAA traditional annuity is one of the investment options within your qualified retirement account at TIAA. For many employees it was your default investment option, so you may have
Health Savings Accounts (HSA) are one of the best types of accounts for retirement. They have more potential tax advantages and flexibility than any other retirement account. For those who
History has shown that stock market declines are a normal part of investing. But how do we know when a stock market decline is more mild and of little concern
I bonds have recently been a healthy alternative as a part of the diversification of your retirement portfolio. As the stock market has been very volatile, investors are starting to
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here are 3 options that can help you reduce
Is IPERS a better option than TIAA for your retirement? There are differences between IPERS and TIAA that will have a significant impact on your retirement. Depending on what choice
Finding the best financial advisor for you can be a stressful process. Finding someone you know you can trust right off the bat is difficult, and knowing who has your
Roth conversions can be a huge benefit for many investors and retirees. In fact, we help many of our clients with them every year. But, it takes proper planning to