If you think retiring from the workforce means a break from paying income taxes, think again! It’s important to be aware of the following five taxes and how their treatment can affect your overall federal and state tax brackets in your retirement years.| Creative Planning
Here are several strategies to potentially take advantage of planning opportunities that may be uniquely present amid volatility.| Creative Planning
Learn how the Social Security Administration calculates the COLA, how this adjustment affects your benefits and how inflation affects your claiming strategy.| Creative Planning
There are many factors to consider when determining the timing of a Roth conversion. Assuming other factors are favorable, there are two main reasons you may want to consider initiating sooner rather than later.| Creative Planning
According to the U.S. Census Bureau, the number of people aged 90 and older has nearly tripled since 1980. Here are steps you can take today to avoid running out of money in the future.| Creative Planning
While an early retirement can be an ambitious goal, there are certain steps you can take today to help make that dream a reality.| Creative Planning
Many 401(k) plans allow participants to borrow, but there are several important reasons why taking a loan from your 401(k) is a bad idea.| Creative Planning
The Benefits of Making Roth Contributions If you are currently working to save for retirement, you may be wondering what types of accounts are most advantageous. While it’s wise to invest in several types of accounts, including employer-sponsored retirement plans, traditional IRAs, and after-tax accounts, I believe the most advantageous is the Roth IRA because ... Read more| Creative Planning
A Case Study In this case study, we get to know John and Jane Sample, ages 63 and 61, who are in their prime earning years and have their eyes set on retirement. Join us as we follow the Samples through their introductory experience with Creative Planning. John and Jane Sample are ready to retire. ... Read more| Creative Planning
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.| Creative Planning
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