by Retirement Road | Sep 22, 2024 | Second Leg
When thinking about alternative investments in retirement, retirees first need to consider if they have the necessary assets and if they need liquidity. In recent years, investors have witnessed the influx of alternative investments for certain accredited investors....
by Retirement Road | Sep 22, 2024 | Packing
One great thing about a 401(k)-retirement savings plan is that your assets are often easy to move when you leave from one job onto the next. But what should you do with them? Rolling over your 401(k) to an IRA is one option, but you should consider all of them before...
by Retirement Road | Sep 22, 2024 | Second Leg
If you’re like most people, you’re probably looking for ways to reduce your tax burden in retirement. Using Roth Conversions (also known as a backdoor Roth) is one strategy that can help is to convert your traditional IRA or 401(k) to a Roth IRA. By doing...
by Retirement Road | Sep 22, 2024 | Packing
While you can begin receiving Social Security benefits as early as age 62, doing so will reduce your monthly payments. If you’re able to wait, your future benefits will increase. Once you reach “full retirement age,” your Social Security income grows by up...
by Retirement Road | Sep 17, 2024 | First Leg
While most of us can no longer rely on a traditional pension from our employers, there are still ways to build a reliable income stream that can support a comfortable retirement. Our generation, and those that follow, largely won’t have employer Defined Benefits...
