Retirement + Estate Planning
Do you know exactly how much money it is going to take for you to retire comfortably and remain comfortably retired? Would you like us to sit down with you and help you figure it out, understanding there is no cost or obligation in doing so? Find out how to take charge of your retirement.
Saving for College and Retirement
in Education Center, Retirement + Estate PlanningTips on trying to meet two great financial goals at once. Provided by Magnate Wealth Management Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once? Saving for retirement should always come first. After all, retirees cannot apply for financial aid; college students can. That […]
Are There Really Tax-Free Retirement Plan Distributions?
in Education Center, Retirement + Estate PlanningA look at some popular & obscure options for receiving money with little or no tax. Provided by Magnate Wealth Management Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than others. Qualified distributions from Roth […]
How Much Income Do You Need in Retirement?
in Education Center, Retirement + Estate PlanningHow much retirement income is enough? In this client-ready video, Marlena Lee, PhD, explains that the answer should be customized for each individual, based on their lifestyle and their income prior to retirement.
How Much Should You Save for Retirement?
in Education Center, Retirement + Estate PlanningHow much should you be saving for retirement? Massi De Santis, PhD, explains that the answer should be customized for each individual, based on how their income grows prior to retirement.