Here’s how to leverage the ‘window of low taxes’ for retirement plan withdrawals, advisors say
Saving for retirement often comes with an upfront tax break when funneling money into pretax accounts. But it’s also critical to manage...
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RetirementGuy
May 4, 20231 min read
The 25 Cheapest Places to Live: U.S. Cities Edition
When it comes to finding the cheapest places to live in the U.S. for city dwellers, the best locations to settle down are mostly south of...
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RetirementGuy
Apr 27, 20231 min read
Best Places to Retire in the U.S. in 2022-2023
To identify the best places to retire, U.S. News analyzed data for the 150 largest metropolitan areas in the U.S. to assess how well they...
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RetirementGuy
Apr 27, 20231 min read
What Is the Average Retirement Savings Balance by Age?
Perhaps the most official measure of American retirement savings comes from the Federal Reserve System. The Fed calculated average...
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RetirementGuy
Apr 20, 20231 min read
This Number Predicts Your Quality Of Life In Retirement
Retirement planning is all about the numbers. Yet, there is one number most of us take for granted or don’t even consider. We are told...
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RetirementGuy
Apr 13, 20231 min read
Five Things Federal Employees Should Know for Retirement
I have a heart and passion for serving federal employees. My mother, who is also my best friend and now works for me, is a retired...
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RetirementGuy
Apr 6, 20231 min read
9 Ways to Help Clients Reduce Taxes on Social Security
How Are Social Security Benefits Taxed? Social security benefits can be subject to taxes as follows. If your client files as single and...
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RetirementGuy
Mar 30, 20231 min read
What Is the Average Retirement Income?
Wondering how your retirement savings stack up to other Americans' nest eggs? Or whether your income in your post-work years will be...
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RetirementGuy
Mar 30, 20231 min read
The 10 Cheapest Countries to Visit
If you're planning your next vacation, we've found the cheapest countries to visit around the world. Despite the effects of inflation on...
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RetirementGuy
Mar 23, 20231 min read
Publicly Traded REITs vs. Non-Traded REITs: What’s the Difference?
REITs come in many different forms, with varying criteria. However, many prospective investors might not understand the differences — and...
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RetirementGuy
Mar 23, 20231 min read
Medical Tourism Can Get You Healthcare Bargains Abroad
Breana Williams, 28, of Fresno, Calif., has comprehensive healthcare coverage, but when she began looking into fertility treatments to...
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RetirementGuy
Mar 23, 20231 min read
5 Secure 2.0 Act Changes That Could Affect Your Taxes
The Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act ushers in a number of retirement planning changes that could...
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RetirementGuy
Mar 9, 20231 min read
Annuities: 10 Things You Should Know
Out of favor for a long while, annuities — the controversial and often misunderstood long-term insurance contracts — are getting more...
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RetirementGuy
Mar 9, 20231 min read
How to withdraw retirement funds: Learn 9 smart ways
If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes. “As much as...
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RetirementGuy
Mar 2, 20231 min read
Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
These model portfolios are geared toward retired investors who are drawing upon their tax-deferred accounts to meet a portion of their...
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RetirementGuy
Mar 2, 20231 min read
Should I Sell or Rent My House When I Relocate for Retirement?
Your home as you have used it during your working years, is just that, a home. You have to consider it as a home first, investment...
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RetirementGuy
Feb 23, 20231 min read
The 10 Cheapest Countries to Visit
If you're planning your next vacation, we've found the cheapest countries to visit around the world. Despite the effects of inflation on...
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RetirementGuy
Feb 16, 20231 min read
'A window of opportunity to retire abroad: Here's what to know and where to consider going
The dollar is strong, and some rural European towns are actively courting U.S. expats, offering fixer-upper homes for just one euro. Here...
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RetirementGuy
Feb 16, 20231 min read
Enhance Your Longevity Literacy And Improve Your Retirement
“Longevity literacy is an overlooked factor in addressing retirement preparedness,” said Surya Kolluri, head of the TIAA Institute, in a...
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RetirementGuy
Feb 2, 20231 min read
7 Types of Retirement Income Sources
When people retire, they go from having one main source of income to having several. The exact number of income sources and how heavily...
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