Category: Retiring Well

Legal Tax Shelters Available to Everyone

For many, the term “tax shelters” sounds negative, but there are many perfectly legal tax shelters. Moreover, many people assume … Read More

The FIRE Approach to Early Retirement

While the idea of retiring early often seems appealing, it might also seem unlikely, or even impossible. Your current retirement … 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

Turning Retirement Savings Into Income

For many Americans planning for retirement, a common worry is whether their retirement savings will last for their entire life. … Read More