by Asset Strategy | Jan 25, 2023 | Investopedia, Retirement, Retirement Planning
When you change jobs, you generally have four options for your 401(k) plan. One of the best options is doing a 401(k) rollover to an individual retirement account (IRA). The other options include cashing it out and pay the taxes and a withdrawal penalty, leave...
by Asset Strategy | Nov 16, 2022 | Barron's, Retirement, Retirement Planning
Barron’s Retirement Tip of the Week: If you haven’t checked the allocation of your investments recently, do so now to make sure that the makeup of your portfolio will keep you on track for your goals. If your portfolio breakdown is off, it’s time to...
by Asset Strategy | Nov 9, 2022 | Barron's, Retirement, Social Security
Barron’s Seniors stressed out about high prices for food, fuel and healthcare will notice they have more purchasing power in January, when Social Security checks go up 8.7%. But if the U.S. slips into a recession within the next year, as most economists predict,...
by Asset Strategy | Oct 19, 2022 | Forbes, Retirement, Retirement Planning
Forbes Planning can help optimize annual RMDs depending on your goals and cash flow needs. Mandatory withdrawals from retirement accounts begin for most taxpayers at age 72. But retirees who don’t need the money often have questions. For example,...
by Asset Strategy | Oct 12, 2022 | Retirement, Retirement Planning, Social Security, Wall Street Journal
The Wall Street Journal What is a Social Security cost-of-living increase? The Social Security Administration has adjusted benefits payments annually for inflation since 1975 to ensure the approximately 70 million retirees and disabled people who receive Social...
by Asset Strategy | Oct 5, 2022 | Forbes, Retirement, Retirement Planning
Forbes Hurricane Ian reminds us that the question of how to best prepare for the risks of where we live in retirement is even more important than planning for how much retirement will cost. Planning and living in retirement requires anticipating and managing risk....
