Category: Retirement
When to Borrow Early From Your 401(k) Plan
A 401(k) plan is a popular type of retirement plan. It is part of a group of qualified retirement plans … Read More
What is a cash balance plan?
A cash balance plan refers to a specific type of pension plan. Depending on where you work, it may be … Read More
Pitfalls of Early Retirement
If you have the ability to retire from your job early, you may assume doing so is the best option. … Read More
How the U.S. Tax Plan Could Affect Retirees in 2024
In 2024, you need to file your 2023 taxes and plan for upcoming years. As a taxpayer, the goal should … Read More
Learn How to Qualify for an Ex-Spouse’s Social Security Benefits
Social Security benefits are funds paid to workers who are retired and have paid into the Social Security system during … Read More
What to Know About Social Security
If you are considering applying to receive Social Security benefits, you must ensure that you are well-educated on the Social … Read More