For most of us, retirement planning revolves around saving and investing enough to enjoy a comfortable, worry-free life once we stop working. But many retirees overlook a key piece of the puzzle: tax planning. Even after retirement, tax management plays a crucial role in stretching your savings and making the most of your retirement income. […]
Retirement
What to Look for in a Retirement Location
Finding your perfect retirement location is not as easy as just closing your eyes and pointing to a spot on a map. This search requires practical criteria such as: All of these variables can affect your decision-making process and how your retirement years unfold. Cost of Living You’ll want to choose an area where the […]
A Checklist for Plan Sponsors
Once a retirement savings plan has been approved and is in place, it’s tempting to sit back and adopt an “I’m done,” hands-off attitude. However, to ensure that a plan will continue to operate effectively, employers should periodically review plan provisions and features. Here are some points to check.