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Coming to terms with what your retirement income and expense is essential to plan your retirement life. For a quick approach you can estimate your income and expenses under your present circumstance. If you are not happy with the results, see what steps you can take to fashion a better retirement. Here is the process:Determine your Income:Your base retirement income is made up of three parts: your...

When you retire from your company, you may decide to rollover your company’s qualified accounts into your IRA. Make sure you do a Direct IRA rollover to avoid costs and maintain protection.Even if you have the option of leaving your money with the company’s plan, transferring it to your own IRA may give you more varied investment opportunities. That is because company plans often restrict...

Retirees seeking income investments will find new opportunities in ETFs. New ETFs are created each year to cover every conceivable market sector.Exchange-traded funds (ETFs) are uniquely suited for individual investors because they offer low- cost, flexible ways to diversify within the sector they buy. Each represents shares in a portfolio of underlying investments (such as stocks, bonds, gold, timber,...

Michael Brady, MBA, offers these tips on how to plan for income during your retirement years.

You’re going to be hearing a lot about Roth IRA accounts in the coming months. The reason is that the federal government is making traditional IRA account owners an offer. The offer is to pay taxes on some or all of your traditional IRA account funds and place them into a Roth IRA account where they can grow tax-free—forever.Sound enticing? Not so fast. Tax-free income in the future comes...

As we enter the New Year, it’s time to begin thinking about those all-important resolutions. You know, the promises you make to yourself to improve your life in the coming year. Here are a few suggestions...

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