4 Important Retirement Decisions
Some people are extremely disciplined when it comes to saving diligently and investing wisely for retirement throughout their working lives. But the need for discipline and diligence does not stop when you actually reach retirement age and enter your golden years.
What is Your Retirement Number?
There are many uncertainties when it comes to retirement planning. One of the biggest uncertainties is determining how much money you will need to meet your living expenses after you retire. In other words, what is your "retirement number?"
David Lerner Associates News: Seniors, Do You Have to File a 2013 Tax Return?
Depending on the amount of their gross income, their filing status and their age, some seniors might not have to file a federal income tax return this year.
Attention Retirees: 5 Tax Planning Strategies for 2014
If you have recently finished filing your 2013 tax return the last thing you probably want to think about is your 2014 return. But many experts say that now is actually a good time for retirees to get a jump start on their 2014 taxes.
What You Should Know About the New myRA Retirement Accounts
In the 2014 State of the Union address President Obama announced that a new type of retirement account would soon be made available to U.S. workers - myRA.
Retirement Saving Strategies for Married Couples
If you are married and plan to stay that way for the long term, it is important that your retirement savings strategies reflect this. Retirement savings strategies for married couples may differ from strategies for single individuals.
Take Our Olympic Retirement Saving Quiz
Elite athletes train for most of their lives to compete in the Olympics and similarly, it takes many years of planning, dedication and discipline in order to help ensure a financially secure retirement.
5 Ways to Become an Olympic Retirement Saver
It took many years of hard work, dedication and training for Olympic athletes to reach the pinnacle of athletic achievement.In some ways saving for retirement is similar to training to compete in the Olympic Games
Understanding the In is and Out is of Roth IRAs
Since they were created by Congress in 1997, Roth IRAs have become one of the most popular retirement savings vehicles in America. Their popularity primarily stems from the fact that Roth IRA earnings can be withdrawn tax free in retirement.
David Lerner Associates: Review the Safety of your Pension Plan
In the wake of Detroit is bankruptcy filing some public and private sector workers and retirees in other cities are reviewing the security of their pensions.