Retirement may seem a long way off, but it's important to plan for the retirement you desire.
Retirees are surprised to dind as much as 85% of their Social Security benefits could be taxable., depenings on their amount of provisional income, which includes half of their Social Security benefits plus other sources that contribute to adjusted gross income (AGI), such as wages, dividends, and capital gains.
Schwab and TD Ameritrade continue to make great progress on the integration of the two firms, with an anticipated transition date of September 5, 2023.
Slott says a traditional IRA is an IOU to the IRS, so he believes in looking for alternatives.
“The last time there was a decline in confidence of this magnitude was in 2008 during the global financial crisis,” the RCS found.
Retirees who are looking to shrink their square footage should carefully consider the kind of life they want to lead. Moves are rarely for purely financial reasons, and unexpected expenses can crop up.
Each of us will die. Even though we know this, most find that planning for death is not easy. Preparing for the inevitable, whether close at hand or in the indeterminate future, can help your family through the difficult process of death and its aftermath. Much has been…
Stubbornly high inflation has prompted the U. S. Federal Reserve (Fed) to raise interest rates at the fastest pace in decades. Credit and interest rate markets are working to adjust their expectations for Fed action and the impact of monetary policy on future economic growth.
Whether you are a beginner or experienced investor, here at ATA Financial Group, we can provide you with insight and guidance based on an understanding of your unique situation. We offer a complimentary no-obligation financial review. In our meeting, we will go through 6 steps: Identify your goals and the level…