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Pension or Lump Sum? Compare Payouts Before You Decide
March 27th 2019It's hard to look at guaranteed lifetime payments from a company pension plan and think that might not work for you. Yet sometimes, that is the case as every finical situation is unique. So, make sure to weigh all of your options before you decide between a pension or a lump sum IRA.
What Are the Differences Between a Traditional IRA and a Roth IRA?
March 22nd 2019401k, IRA, traditional IRA, Roth IRA, so many retirement options where does one begin? First, make sure you know the difference between a traditional IRA and Roth IRA before considering steering away from the 401k path.
Using an Income Annuity to Leave a Legacy
March 1st 2019Part of your retirement planning may also include finding a way to leave behind a legacy for any family members that you will eventually leave behind. Leaving this legacy will require a stong plan, and there are other ways to do it besides a trust fund.