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Tax Efficiency in Retirement
- 05/07/18
How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate. If you have saved and invested well, you may end up retiring at your current marginal tax rate or even a higher one.
[+] Full Article Will Teachers Get the Retirement They Deserve? - 04/20/18
Classroom educators are coping with hybrid plans and pension fund shortfalls. Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned about their financial futures. The retirement programs they were counting on have either restructured or face critical questions.
[+] Full Article
How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate. If you have saved and invested well, you may end up retiring at your current marginal tax rate or even a higher one.
[+] Full Article Will Teachers Get the Retirement They Deserve? - 04/20/18
Classroom educators are coping with hybrid plans and pension fund shortfalls. Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned about their financial futures. The retirement programs they were counting on have either restructured or face critical questions.
[+] Full Article
InvestGCSB newsletter archive
Event Calendar
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March 22, 2016 Begin the conversation about social security today with a trusted financial advisor. Read more »
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March 18, 2016 The five phases of life after 50 & the considerations that accompany them.
The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. Read more »
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February 20, 2016 What might you think of doing when?
If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain financial moves. Some should be made out of caution, others out of opportunity. Read more »
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January 20, 2016 What you might do (or do differently) in the months ahead?
How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Read more »
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