Retirement Planning Results

Roth IRA Conversions

With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013. There are three ways to fund a Roth: you can contribute directly, you can convert all or part of a traditional IRA to a… View Article

Social Security Disability Benefits

Many people plan on working all the way through to their planned retirement age, whatever age that might be. But sometimes things can happen that disrupt those plans. What if a disability were to prevent you from doing the work that’s been the source of your income? If you become disabled, Social Security may provide… View Article

Roth IRA Vs. Traditional IRA

The Roth versus traditional IRA debate has been around since 1998. Which one is better for you? Of course the answer depends on many factors, but the kind of IRA you choose can have an important effect on your long-term savings. Thus, it helps to understand the differences between the two. First, there are income… View Article

Planning For Medicare

Professor Rick Plum made an interesting comment on our program a little while back. He said that when people are projected to receive a certain amount on their Social Security check, the amount they’re expecting may not be the amount they actually receive. This is partly because of the Medicare premium that will be deducted… View Article

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