5 Strategies to Generate Income in Retirement (part 1)
When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out your 401(k) plan, invested in a...
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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, 20202 min read
Get SMART: Tips for Effective Goal Setting
Regardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward...
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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...
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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 21, 20202 min read
About Bob - By Ellen Schulz
Robert H. Schulz Jr. passed on September 6, 2019 at the age of 76. He will be remembered fondly by all who knew him. His father was an...
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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...
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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 13, 20201 min read
3 Ways Grandparents Can Help Pay for College
Hi RetirementGuy Community. Here is an article I want to share with you from the WSJ (Wall Street Journal). Many of you may have recalled...
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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...
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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...
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RetirementGuy
May 5, 20202 min read
MEGA Back Door Roth Contributions
Hi RGC... I have gotten many questions over the years regarding different strategies to increase ones after-tax retirement account...
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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 27, 20203 min read
SPA: A Better Way To Budget
I am a huge fan of a budgeting methodology I call SPA. It stands for separate payment accounts. The idea behind SPA is to make budgeting...
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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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