Posts Tagged ‘retirement planning’
Let’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
Read MorePlanning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
Read MoreStaying on Top of Your 401(k) Can Pay Dividends
While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.
Read MoreTax Strategies For Retirement Account Withdrawals
With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.
Read MoreFinancial Wellness on Your Path to Retirement
Secure your golden years! Pursue financial wellness in retirement with these key strategies.
Read MoreMaximize Your 2024 Healthcare Savings With Your HSA
With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!
Read MoreWhat is an HSA?
Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.
Read MoreCritical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
Read MoreRevisiting Elder Care Issues
Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.
Read MoreThe Role of Caregiver Affects Women Differently
Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.
Read More401(k) Rollovers Can Make or Break Retirement
Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.
Read MoreCountdown to Retirement
Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.
Read MoreAmerica’s Changing Vision of Retirement
As you prepare and save for retirement, give some thought to the kind of retirement you envision for yourself.
Read MoreRoth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Read MoreMoving Your 401(k) to Roth IRA Tax-Free
When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.
Read MoreAssessing Your Retirement Resources
Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.
Read MoreAre You Concerned You’ll Outlive Your Money?
Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.
Read MoreSEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
Read MoreUpdate for Retirement Plan Participants
As we work our way through this difficult time, we want to remind you that your retirement team at CCR Wealth Management is here to help.
Read MoreThree Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
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