Retegy Blog
Take control of your finances with our expert advice and guidance on personal financial planning,
covering everything from budgeting and saving to investing and retirement.
Retirement Planning
Build a secure financial future for yourself and your family with our comprehensive resources
on personal financial planning, including tips, tools, and strategies for achieving your financial goals.
Retirement Preparation Mistakes
Why are they made again and again? Here are some classic financial missteps that plague retirees.
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.
Why Roth IRA Conversions May Now Be Advantageous
Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.
Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed.
The SECURE Act
Long-established retirement account rules change.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.
Can You Put Your IRA into a Trust?
What you should know about naming an IRA beneficiary.
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA.
A Retirement Fact Sheet
Some specifics about the “second act.”
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.
