IFW Education Center – Retirement
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Navigating the Complexities of Taxes in Retirement
In the previous Tax Report, we explored a recent legislation that mandates…
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The Road Ahead: How to Find The Right Retirement Plan For Your Goals
The golden years are beckoning, and you’re ready to embrace them with…
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Understanding Roth IRA Contribution and Income Limits 2023
Do you ever wonder if you’re maximizing your retirement savings? Understanding Roth…
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The Future of Social Security Benefits is at Stake
With the uncertain future of these benefits, it is crucial to take…
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Top 3 High Interest Saving Accounts For A Better Retirement
Are you concerned about your retirement savings? Planning for retirement can be…
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The Golden Rule: How Much Should You Actually Save For Retirement?
Retirement may seem like a distant dream, but it’s never too early…
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40+ F.I.R.E. – Understanding the Financial Independence, Retire Early Movement
Are you tired of the rat race and dreaming of a life…
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What Is The Best Age to Retire & Collect Social Security?
Is there a perfect age to retire and start collecting Social Security…
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A Flourishing Future: Understanding Self-Employed Retirement Plans
Are you self-employed and wondering about the best retirement plan options for…
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Unlocking Retirement Tax Breaks with Qualified Longevity Annuity Contracts (QLAC)
Attention Americans: Starting this year, you now have the opportunity to use…
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No Frills, No Fuss: Simple Portfolio & Mutual Funds for Retirement
Do you dream of a worry-free retirement with a simple yet effective…
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Hobbies That Earn: Passive Income Ideas for Retirement
Imagine a life where you can enjoy your retirement without worrying about…
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Life Changing Investment Strategies for a Happy & Wealthy Retirement
Are you prepared for your golden years? Planning for retirement is essential…
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Catch-Up Contributions in IRAs: An Opportunity for Seniors to Boost Retirement Saving
As the golden years approach, are you confident that your retirement savings…
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Post-Retirement Income: How Savings Can Secure Your Future
Are you prepared for a comfortable and fulfilling retirement? The key to…
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How to Minimize Your Tax Liability in Retirement and Spend on What Matters
Finally! Retirement time is almost here. It is a time to relax…
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Beat Inflation with Annuities: How to Get Started Right Now No Matter Your Age
In today’s uncertain economic climate, securing a stable income during retirement has…
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How Life Insurance Radically Boosts Your Retirement Income
Did you know that life insurance can be more than just a…
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Estate Planning Mistakes to Avoid for a Stress-free & Wealthy Retirement
Planning for retirement is a critical aspect of financial security, and retirement…
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How to Maintain Your Fun Lifestyle While Planning for Retirement
Imagine a retirement filled with laughter, adventure, and lifelong memories, all while…
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Managing Your 401k: Key Retirement Advice for the 40 and Over Crowd
Imagine this: You’re 40 years old and ready for retiring at 40,…
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What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement…
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Benefits of Retiring at 70
When planning your retirement, the first question you may ask is the…
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Choosing Between College and Retirement Savings
Saving enough money to help pay for your children’s college education is…
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Understanding Matching Contributions
Receiving matching contributions to your retirement plan from an employer is one…
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NEVER RUN OUT OF MONEY IN RETIREMENT
Tom Hegna, one of America’s foremost retirement income experts shares…
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Extend Your Retirement Budget with the Gig Economy
Retirement savings need to last longer than ever. The good news is…
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Real Stories, People & Life
While Blossom Smith had been able to create substantial savings by managing…
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The Self Directed Brokerage Account
This week we are going to unveil a very well-kept secret that…
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Should I take my pension in a lump sum or take the guaranteed income each month?
Should I take my pension in a lump sum or take the…
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Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest…
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Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by…
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Working in Retirement
The traditional view of retirement is changing, and it is changing quickly.…
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Have You Saved Enough for Retirement?
Levels of optimism and confidence from retirees that their retirement will remain…
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Market Volatility…Happens!
Well, it’s been quite a ride these last few years…..the pandemic, supply…
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Planning Your Retirement Roadmap
Pros of Planning Your Retirement Roadmap Retirement is an exciting time for…
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Do You Need a Financial Advisor?
Everybody wants to spend their money prudently, save it carefully, and invest…
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Insurance Calculator: Reach Your Health Savings Account Goal
You should be saving money in an IRA or 401k to help…
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Insurance Calculator: Save for Long Term Care
There are three fundamental ways to meet your long-term care needs. Long-term…
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Insurance Calculator: Calculate Your Long Term Care Needs
As you or a loved one, grows older, long-term care might be…
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Retirement Calculator: How Much Do You Need To Save?
How Much Should I Be Saving For Retirement? Saving for retirement can…
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Retirement Calculator: IRA Analysis
Why Should You Invest In Your IRA? Saving has its rewards and…
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Retirement Calculator: 401(k) Comparison Calculator
What’s Better A Traditional 401(k) or a Roth 401(k)? As the IFW…
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Retirement Calculator: Savings Analysis
How Long Will My Retirement Savings Last? This is the ultimate question…
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Retirement Calculator: 401(k) Review
How Can I Get The Most From My 401(k)? If your not…
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Retirement Calculator: Your Social Security Situation
How Do You Know How Much Your Social Security Income Will Be?…
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Social Security Survivor Benefits
No one likes to think about what life will be like for…
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When Should I Start Collecting Social Security?
You can start collecting Social Security payments once you hit the age…
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How Cost of Living Adjustments are Calculated
When you file for Social Security benefits or Supplemental Security Income (SSI),…
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Stretch Your Retirement Budget
You’ve worked hard all your life. You do not want to enter…
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Don’t Miss Out on Senior Discounts
Many businesses understand the buying power that consumers over the age of…
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Supplementing Your Retirement Income
Retirement is something you may have been looking forward to for quite…
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Supplemental Healthcare Coverage in Retirement
The Balance, a personal finance website publisher, recently reported on the alarming…
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Restructuring Your Budget for Retirement
If you are like many people, you have been planning and building…
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Retirement Account Withdrawal Strategies
Like most things in life, retirement fund withdrawals should be carefully planned…
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Becoming Financially Independent
Financial freedom often begins by becoming financially independent. Many people do not…
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Off to a Late Start? Catching Up Strategies for Retirement
You did not begin saving for retirement early enough. Now you are…
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The Basic Principles of Retirement Planning
Are you saving enough for retirement? If you are like most U.S.…
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Retirement Planning Checklist
Retirement Planning Checklist The Employee Benefit Research Institute’s April 2020 Retirement Confidence…
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How Much Do You Need to Retire?
Most people know that you need to save money for retirement. However,…
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Laddering Strategies for CDs
The interest rates offered on savings accounts and money market accounts today…
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Retirement Planning Mistakes to Avoid
A strong economy, coupled with a rising stock market provided for steady…
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Important Retirement Savings Milestones
When it comes to your money, one of the most important decisions…
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The Pros and Cons of an Early Retirement
Retirement. It is a desire and dream many Americans work their entire…
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Gig Worker Retirement Strategies
Over the past several years, there has been a significant rise in…
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Measuring the Cost of Living
Understanding the cost of living in an area can help you determine…
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Types of Retirement Plans
Long gone are the days when most companies provided a pension plan…
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Taking Your Retirement Plan with You
You’ve found a new job and are leaving your old company. This…
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Reviewing Your Retirement Plan
The days when companies would provide pensions for their employees are rapidly…
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Retirement Calculator: Potential Income Analysis
What will your monthly retirement income be from your retirement savings? Knowing…
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Should You Withdraw Funds from Your 401(k)?
For many people nearing retirement age, their 401(k) account is their biggest…
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Cutting Through All The Retirement Planning Noise!
What Can You Do to Make Sure Your Financial Plan Works for…
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Types of IRA’s and How They Work
What are My IRA Options? Retirement planning is far from simple. Sometimes,…
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Make Your Most Important ‘Financial Relationship’ Built to Last!
Before you say “I do” to that special someone, it’s important to…
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What Do You Really Need to Know About Social Security?
Here Are Four things Worth Knowing: Understand what happens when you take…
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It’s Your 401(k) – You Earned It! Now Maximize it!
Maximize Savings Now for More Income Later Understand the difference between accumulation…
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Preparing For Retirement
Preparing for retirement? Before you “Get There”, you’ll need to consider some…
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What Exactly is a Fiduciary?
One of the most important relationships is that of the client and…
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8 Things To Know About Annuities
Be mindful of the messenger that positions certain products or services as…
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Top 10 Things to Consider When Selecting a Financial Professional
1. Do you like them? No matter who you do business with,…
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Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement? One school of…
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Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will…
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Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don’t…
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9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time…
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Traditional IRA vs. Roth IRA
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned…
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The Stages of Financial Life
As we transition through the various stages of life, our financial needs…
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Annuities, Annuities, Annuities
Annuities are a frequently used product in a well-rounded retirement plan. There…
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Smart Financial Decisions
To Live Your Best Life.
Get ThereWhen it comes to financial decisions; never say “Never” never say “Always”…It…