Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand.
Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible and gains are tax deferred – meaning you may only pay taxes when you withdraw money from your account.
This month, Lead Advisor and Joy-Bringer, Neal Albritton, shares the need-to-know information for those focused on living life and retiring right. Our June 2023 edition has Neal highlighting a tax loophole for those leasing electronic vehicles (EVs). The Inflation Reduction Act allows an ex …
Your retirement is the culmination of years of careful planning, and you don’t want to fumble the ball when the end zone is in sight. Download our checklist of key tasks to complete in the year leading up to your retirement to make sure you’re prepared for this major life milest …
Each month, Lead Advisor and Joy-Bringer, Neal Albritton, shares the need-to-know information for those focused on living life and retiring right. In the May 2023 edition, Neal promotes shopping for a cause! Your dollars can do more than just saving baby duckies from oil spills by buying so …
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures.
