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 9, 20231 min read
What raising the retirement age to 70 would mean for older Americans and Social Security
Democratic and Republican congressional leaders have said that Social Security and Medicare will not be part of any fight over the debt...
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RetirementGuy
Mar 2, 20231 min read
Rates for various Cash & Cash Equivalent Products
How is your cash? Sitting idle? Is your bank still paying less than 1% on deposits? Check out this list of cash and cash equivalent...
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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
What’s A QCD?
A Qualified Charitable Distribution is a mechanism by which you use your required distributions from your retirement accounts to...
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RetirementGuy
Feb 23, 20231 min read
9 IRS Audit Red Flags for Retirees
As you bask in your retirement years, enjoying dinners with your friends, spending time with family, and traveling more than you did...
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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
Where Disability Benefits Are Worth the Most: How Your State Stacks Up
According to data released in 2022, the average SSDI benefit for disabled workers is $1,358.30 per month. The exact value of someone’s...
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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 9, 20231 min read
What Is Hybrid Long-Term Care Insurance?
Life insurance is designed to provide a death benefit for your loved ones if you pass away. Long-term care insurance, meanwhile, can help...
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RetirementGuy
Feb 9, 20231 min read
Upcoming Retirement Savings Provisions In Secure Act 2.0
The Secure Act 2.0 has been signed into law and brings with it several provisions aimed at increasing retirement savings and providing...
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RetirementGuy
Feb 9, 20231 min read
The Impact of Social Security on Divorced Retirement Income
The Social Security Act, passed in 1935, included benefits for workers but not their spouses. At the time, women who did not work outside...
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RetirementGuy
Feb 2, 20231 min read
Maximizing Your Investment Strategies In A Volatile Market
Recently, Morgan Stanley’s Mike Wilson warned of the stock market's "hall of mirrors," — saying that the recent uptick in market...
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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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RetirementGuy
Feb 2, 20231 min read
Retirement Plans in 2023: Choosing the Right Account
Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact,...
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