Social Security Benefits and Divorce If you’re looking for a guide to answer your questions about Social Security and divorce For those of you who part ways in your 50’s and 60’s, Social Security is…
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How Retirement Accounts Are Split in a Divorce
Retirement Accounts and Pensions are Common Assets to be Split During a Divorce Retirement accounts and pensions typically make up a large percentage of the total assets to be split during a divorce. While there…
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Sequence of Returns: The Greatest Risk to Your Retirement Savings
The sequence of returns – the greatest risk to your retirement savings – refers to the timing or sequence of when positive and negative investment portfolio returns occur. We believe it is in the retiree’s…
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Advantages of a Roth IRA: The 5 Key Benefits
If you have any earned income and have the discipline to save even a little bit of your take home pay, a Roth IRA can be an ideal investment vehicle for you. Lets go…
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Roth 5 Year Rule
What is the Roth 5 Year Rule? In order to harness the full potential of a Roth account you’ll want to have a good grasp of the “5 year rule” so you can plan accordingly….
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