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RetirementGuy
Jun 4, 20204 min read
3 Things to Consider Before Starting a Business in Retirement
US News & World report has written that, “Retirement is different now than it was just 10 years ago.” What’s caused the biggest change is...
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RetirementGuy
May 29, 20201 min read
3 Reasons Investors Shouldn't Leave the Old 401(k) Behind
[Taken from the Library of Bob] US News & World Report By Kristin McFarlandNov. 9, 2018 Most investors don't realize the drawbacks of...
157 views2 comments
RetirementGuy
May 29, 20201 min read
Annual 2020 Limits & Rates
Want a single PDF that covers many of the most popular tax limits and laws. From tax brackets, IRA contribution limits, Medicare Premium...
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RetirementGuy
May 21, 20207 min read
12 Ways to Go Broke In Retirement
Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of...
311 views0 comments
RetirementGuy
May 21, 20202 min read
2 Medicare Gotchas
By Mary Jo Heins ONE: You Pay More for Medicare Parts B & D if you Have a Higher Income If you google “Medicare premium”, you’ll most...
264 views1 comment
RetirementGuy
May 13, 20201 min read
68% of Retirees May Be in for a Huge Social Security Shock
This article highlights the important point that retirees and aspiring retirees need to know that it is very possible your social...
287 views0 comments
RetirementGuy
May 13, 20201 min read
7 Things to Know About Divorcing During Your Senior Years
Dubbed “gray divorce” by some, calling it quits during your senior years may no longer be a decision that raises eyebrows. The divorce...
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RetirementGuy
May 12, 20201 min read
CRDs - Distributions from Retirement Accounts due to Covid-19
Need additional financial support due to COVID-19? As a last resort, consider a CRD (Corona Virus Related Distribution) from your IRA or...
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RetirementGuy
May 7, 20204 min read
Risk: A Story of Two Brothers
One of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...
198 views0 comments
RetirementGuy
May 7, 20204 min read
Considerations Before Taking an Early Retirement
Have you ever entertained thoughts of taking an early retirement? Suppose you’re age 55 and could take home a pension income that...
193 views0 comments
RetirementGuy
May 4, 20202 min read
Risks of Trying to Time the Market during Covid-19
Success is achieved by time in the market, not in trying to time the market For the past two months, the market declines and market...
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RetirementGuy
Apr 23, 20201 min read
CARES and your retirement accounts
Hardship Distribution from IRA Normally, hardship distributions are subject to a 10% tax penalty for early withdrawal. The CARES Act...
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RetirementGuy
Apr 22, 20205 min read
11 Ways To Make Your Money Last in Retirement
Financial advisers will tell you that the most telling -- and risky -- years of your retirement are the five before you leave the 9-to-5...
134 views0 comments
RetirementGuy
Apr 22, 20203 min read
Key Ages of Retirement
When preparing for your retirement, think about how much income you may need each year to fund the lifestyle you want. To help maintain...
265 views0 comments
RetirementGuy
Apr 22, 20203 min read
A Retirement Savings Worksheet: Crunching the Numbers
If you are nearing retirement or just beginning to plan for it, you may be surprised to learn that you may need 70% to 100% of your...
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