Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner 224

Financial Planner Retirement Planning Retirement Insurance 224

Good Financial Cents

JANUARY 26, 2023

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

Retirement 122

Retirement Taxes Retirement Planning Accounting 122

Carson Wealth

DECEMBER 27, 2022

Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019. As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement.

Retirement 98

Retirement Retirement Planning Distribution Taxes 98

Random Roger's Retirement Planning

MARCH 19, 2023

It laid out the threat and dug in with some numbers. in 2027, and around 6% annually through 2031." There was mention of the potential pain for people who retire before they can start Medicare for having to find health insurance either through Healthcare.gov or some other way. Healthview projects that the premium will rise 6.3%

Food 67

Food Medical Insurance Medicine 67

Validea

JULY 26, 2023

Here in my home state of Connecticut, high schools will require all students to take a personal finance and financial literacy course (starting in 2027) in order to graduate ( see the announcement ). This is effectively free money on top of what she is already contributing to her retirement savings.

Taxes 52

Taxes Investing Investments Assets 52

Validea

JULY 26, 2023

Here in my home state of Connecticut, high schools will require all students to take a personal finance and financial literacy course (starting in 2027) in order to graduate ( see the announcement ). This is effectively free money on top of what she is already contributing to her retirement savings.

Taxes 52

Taxes Investing Investments Assets 52

WiserAdvisor

JUNE 9, 2022

The Roth IRA (Individual Retirement Account) is a tax-advantaged retirement savings account wherein you contribute after-tax dollars, earn tax-free growth, and make tax-free withdrawals (subject to fulfilment of certain conditions). The Roth IRA is a popular retirement savings vehicle along with the 401(k) and the traditional IRA.

Distribution 40

Distribution Taxes Medical Accounting 40