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IFW Education Center – Retirement

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  • Tax
  • 121

    Navigating the Complexities of Taxes in Retirement

    Serious worried senior couple calculating bills to pay or checking domestic finances stressed of debt, retired elderly old family reading documents concerned about loan bankruptcy money problems

    In the previous Tax Report, we explored a recent legislation that mandates…

  • 31

    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…

  • 95

    Understanding Roth IRA Contribution and Income Limits 2023

    Do you ever wonder if you’re maximizing your retirement savings? Understanding Roth…

  • 180

    The Future of Social Security Benefits is at Stake

    SS Card with Red Questionmark Image

    With the uncertain future of these benefits, it is crucial to take…

  • 11

    Top 3 High Interest Saving Accounts For A Better Retirement

    high interest

    Are you concerned about your retirement savings? Planning for retirement can be…

  • 14

    The Golden Rule: How Much Should You Actually Save For Retirement?

    How much to save retirement

    Retirement may seem like a distant dream, but it’s never too early…

  • 47

    40+ F.I.R.E. – Understanding the Financial Independence, Retire Early Movement

    F I R E

    Are you tired of the rat race and dreaming of a life…

  • 19

    What Is The Best Age to Retire & Collect Social Security?

    Retirement

    Is there a perfect age to retire and start collecting Social Security…

  • 10

    A Flourishing Future: Understanding Self-Employed Retirement Plans

    IRA

    Are you self-employed and wondering about the best retirement plan options for…

  • 237

    Unlocking Retirement Tax Breaks with Qualified Longevity Annuity Contracts (QLAC)

    Person holding QLAC application form

    Attention Americans: Starting this year, you now have the opportunity to use…

  • 30

    No Frills, No Fuss: Simple Portfolio & Mutual Funds for Retirement

    Portfolio

    Do you dream of a worry-free retirement with a simple yet effective…

  • 91

    Hobbies That Earn: Passive Income Ideas for Retirement

    Hobbies That Earn Passive Income Ideas for Retirement

    Imagine a life where you can enjoy your retirement without worrying about…

  • 23

    Life Changing Investment Strategies for a Happy & Wealthy Retirement

    Are you prepared for your golden years? Planning for retirement is essential…

  • 10

    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…

  • 18

    Post-Retirement Income: How Savings Can Secure Your Future

    Are you prepared for a comfortable and fulfilling retirement? The key to…

  • 22

    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…

  • 26

    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…

  • 53

    How Life Insurance Radically Boosts Your Retirement Income

    Did you know that life insurance can be more than just a…

  • 20

    Estate Planning Mistakes to Avoid for a Stress-free & Wealthy Retirement

    Planning for retirement is a critical aspect of financial security, and retirement…

  • 16

    How to Maintain Your Fun Lifestyle While Planning for Retirement

    Imagine a retirement filled with laughter, adventure, and lifelong memories, all while…

  • 26

    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,…

  • 85

    What You Can Do To Protect Your Retirement By Battling Inflation

    Inflation can be a sneaky villain, trying to steal away your retirement…

  • 194

    Benefits of Retiring at 70

    people gathered around a cake at a retirement party

    When planning your retirement, the first question you may ask is the…

  • 9

    Choosing Between College and Retirement Savings

    Saving enough money to help pay for your children’s college education is…

  • 104

    Understanding Matching Contributions

    Receiving matching contributions to your retirement plan from an employer is one…

  • 185

    NEVER RUN OUT OF MONEY IN RETIREMENT

        Tom Hegna, one of America’s foremost retirement income experts shares…

  • 92

    Extend Your Retirement Budget with the Gig Economy

    Retirement savings need to last longer than ever. The good news is…

  • 382

    Real Stories, People & Life

    While Blossom Smith had been able to create substantial savings by managing…

  • 194

    The Self Directed Brokerage Account

    This week we are going to unveil a very well-kept secret that…

  • 157

    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…

  • 98

    Do You Need a Financial Advisor?

    Everybody wants to spend their money prudently, save it carefully, and invest…

  • 61

    Getting Your Retirement Back on Track

    The one-two punch dealt by the Great Recession of 2007-2009, followed by…

  • 86

    Working in Retirement

    The traditional view of retirement is changing, and it is changing quickly.…

  • 137

    Have You Saved Enough for Retirement?

    Levels of optimism and confidence from retirees that their retirement will remain…

  • 390

    Market Volatility…Happens!

    Well, it’s been quite a ride these last few years…..the pandemic, supply…

  • 229

    Planning Your Retirement Roadmap

    Pros of Planning Your Retirement Roadmap Retirement is an exciting time for…

  • 10

    Do You Need a Financial Advisor?

    Everybody wants to spend their money prudently, save it carefully, and invest…

  • 157

    Insurance Calculator: Reach Your Health Savings Account Goal

    You should be saving money in an IRA or 401k to help…

  • 342

    Insurance Calculator: Save for Long Term Care

    There are three fundamental ways to meet your long-term care needs. Long-term…

  • 98

    Insurance Calculator: Calculate Your Long Term Care Needs

    As you or a loved one, grows older, long-term care might be…

  • 301

    Retirement Calculator: How Much Do You Need To Save?

    How Much Should I Be Saving For Retirement? Saving for retirement can…

  • 201

    Retirement Calculator: IRA Analysis

    Why Should You Invest In Your IRA? Saving has its rewards and…

  • 221

    Retirement Calculator: 401(k) Comparison Calculator

    What’s Better A Traditional 401(k) or a Roth 401(k)? As the IFW…

  • 389

    Retirement Calculator: Savings Analysis

    How Long Will My Retirement Savings Last? This is the ultimate question…

  • 415

    Retirement Calculator: 401(k) Review

    How Can I Get The Most From My 401(k)? If your not…

  • 297

    Retirement Calculator: Your Social Security Situation

    How Do You Know How Much Your Social Security Income Will Be?…

  • 95

    Social Security Survivor Benefits

    No one likes to think about what life will be like for…

  • 22

    When Should I Start Collecting Social Security?

    You can start collecting Social Security payments once you hit the age…

  • 21

    How Cost of Living Adjustments are Calculated

    When you file for Social Security benefits or Supplemental Security Income (SSI),…

  • 8

    Stretch Your Retirement Budget

    You’ve worked hard all your life. You do not want to enter…

  • 20

    Don’t Miss Out on Senior Discounts

    Many businesses understand the buying power that consumers over the age of…

  • 46

    Supplementing Your Retirement Income

    Retirement is something you may have been looking forward to for quite…

  • 50

    Supplemental Healthcare Coverage in Retirement

    The Balance, a personal finance website publisher, recently reported on the alarming…

  • 43

    Restructuring Your Budget for Retirement

    If you are like many people, you have been planning and building…

  • 141

    Retirement Account Withdrawal Strategies

    Like most things in life, retirement fund withdrawals should be carefully planned…

  • 33

    Becoming Financially Independent

    Financial freedom often begins by becoming financially independent. Many people do not…

  • 80

    Off to a Late Start? Catching Up Strategies for Retirement

    You did not begin saving for retirement early enough. Now you are…

  • 239

    The Basic Principles of Retirement Planning

    Are you saving enough for retirement? If you are like most U.S.…

  • 160

    Retirement Planning Checklist

    Retirement Planning Checklist The Employee Benefit Research Institute’s April 2020 Retirement Confidence…

  • 27

    How Much Do You Need to Retire?

    Most people know that you need to save money for retirement. However,…

  • 52

    Laddering Strategies for CDs

    The interest rates offered on savings accounts and money market accounts today…

  • 99

    Retirement Planning Mistakes to Avoid

    A strong economy, coupled with a rising stock market provided for steady…

  • 56

    Important Retirement Savings Milestones

    When it comes to your money, one of the most important decisions…

  • 89

    The Pros and Cons of an Early Retirement

    Retirement. It is a desire and dream many Americans work their entire…

  • 33

    Gig Worker Retirement Strategies

    Over the past several years, there has been a significant rise in…

  • 28

    Measuring the Cost of Living

    Understanding the cost of living in an area can help you determine…

  • 55

    Types of Retirement Plans

    Long gone are the days when most companies provided a pension plan…

  • 22

    Taking Your Retirement Plan with You

    You’ve found a new job and are leaving your old company. This…

  • 102

    Reviewing Your Retirement Plan

    The days when companies would provide pensions for their employees are rapidly…

  • 11,632

    Retirement Calculator: Potential Income Analysis

    What will your monthly retirement income be from your retirement savings? Knowing…

  • 34

    Should You Withdraw Funds from Your 401(k)?

    For many people nearing retirement age, their 401(k) account is their biggest…

  • 110

    Cutting Through All The Retirement Planning Noise!

    What Can You Do to Make Sure Your Financial Plan Works for…

  • 334

    Types of IRA’s and How They Work

    What are My IRA Options? Retirement planning is far from simple. Sometimes,…

  • 727

    Make Your Most Important ‘Financial Relationship’ Built to Last!

    Before you say “I do” to that special someone, it’s important to…

  • 781

    What Do You Really Need to Know About Social Security?

    Here Are Four things Worth Knowing: Understand what happens when you take…

  • 246

    It’s Your 401(k) – You Earned It! Now Maximize it!

    Maximize Savings Now for More Income Later Understand the difference between accumulation…

  • 148

    Preparing For Retirement

    Preparing for retirement? Before you “Get There”, you’ll need to consider some…

  • 11,974

    What Exactly is a Fiduciary?

    One of the most important relationships is that of the client and…

  • 866

    8 Things To Know About Annuities

    Be mindful of the messenger that positions certain products or services as…

  • 9,571

    Top 10 Things to Consider When Selecting a Financial Professional

    1. Do you like them? No matter who you do business with,…

  • 99

    Consider Keeping Your Life Insurance When You Retire

    Do you need a life insurance policy in retirement? One school of…

  • 30,587

    Tax Efficiency in Retirement

    Will you pay higher taxes in retirement? It’s possible. But that will…

  • 496

    Social Security: Five Facts You Need to Know

    Social Security can be complicated, and as a result, many individuals don’t…

  • 464

    9 Facts About Retirement

    Retirement can have many meanings. For some, it will be a time…

  • 370

    Traditional IRA vs. Roth IRA

    Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned…

  • 716

    The Stages of Financial Life

    the stages of financial life

    As we transition through the various stages of life, our financial needs…

  • 72

    Annuities, Annuities, Annuities

    Annuities are a frequently used product in a well-rounded retirement plan.  There…

  • 24,137

    Smart Financial Decisions
    To Live Your Best Life.
    Get There

    When it comes to financial decisions; never say “Never” never say “Always”…It…

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