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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
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Event Calendar
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April 25, 2016 GCSB Investment Center and Kristen Crouthamel were featured in a three-part interview series for "Financial Literacy Month" on Raccoon Valley Radio. During the interviews, Kristen discussed smart strategies for saving money, retirement planning and budgeting. If you didn't have a chance to listen in, the links are below. For more information on any of these topics, please contact Kristen at kcrouthamel@ibasecurities.com Read more »
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April 13, 2016 According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015.
If you want to build a college fund, what should you keep in mind? What should you do? What should you avoid doing? Read more »
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April 5, 2016 Utilize this free tool to better understand your potential social security benefits and decisions! Read more »
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March 29, 2016 The second in our three-part series covering the information from our second annual Social Security Workshop. Read more »
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