Posts Tagged 'Retirement'

How a Reverse Mortgage Can Help You in Retirement

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There are few terms in the finance industry more reviled in the minds of the public than reverse mortgage. However, as is often the case in the world of finance, long-held perceptions and biases are not always reflective of the financial reality of today’s economy and, as a result, can be counter-productive. Regardless of what you think you know about reverse mortgages, and barring some new revolutionary change in the world of retirement income sources, these products will ... Continue Reading →
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Defined Benefit Plan

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In one of my quarterly meetings with my tax preparer and consultant John DePasquale – we discussed in detail as to what my options were to have the ability to put more money aside for retirement and potentially get a tax deduction as well.  John came back to me in a few days and said three words that have changed my retirement significantly in that I will be able to retire sooner than originally thought – those words being Defined ... Continue Reading →
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An IRA May Be in Your Future!

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Americans as a whole, that are not self-employed, rarely invest in an Individual Retirement Account, yet more people are winding up with these tax-sheltered retirement accounts. This is because of rollover IRA’s – those IRA’s funded from other retirement accounts, such as workplace 401(k)s, 403(b)s, etc. are thriving due in employees changing employment with one company to go work for another or people simply retiring. So even if you have never contributed to an IRA and don’t plan to, there may ... Continue Reading →
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