Taxes in Retirement: Planning for Your Future
Have you ever stopped and considered how your marginal tax rate in retirement may be affected by your annuity?
Have you ever stopped and considered how your marginal tax rate in retirement may be affected by your annuity?
You are closer to a modern budgeting system than you might think.
Choosing a Survivor Benefit: Taking Care of the Ones You Love While no one likes to contemplate their own death, making sure that your family will be provided for after your passing is an important part of retirement planning. Private-sector employees generally just apply for and buy life insurance and move on, but as aRead… Read more »
The market produced slight gains for the week after oscillating day to day between gains and losses. The Fed further validated potential rate hikes in June on Wednesday. This wiped out the gains of the preceding rally to end the day with a slight gain for the S&P500. Selling continued into Thursday but buyers slowlyRead… Read more »
The decision to fund a Roth account, such as Roth TSP, instead of a traditional tax-advantaged account is an important one. When weighing your options, consider these three questions.
Knowing and understanding who you are as an investor should be the foundation for your portfolio.
The market saw two good days of positive action this week; the first Tuesday and the second Thursday, both with the rally in oil as a catalyst. The gains of those days were wiped out the following day(Wednesday and Friday) though with weakness in Disney and retail. Friday’s action pushed the market into negative territoryRead… Read more »
Catch up with this week’s must read state and local news.
One thing has become abundantly clear to me in over six years of helping federal employees look forward to retirement: you cannot plan for retirement successfully if you don’t know and understand all of your options.
Stocks were initially down this week but the bulls fought back to keep things at par as traders awaited the FOMC policy statement. Nothing particularly new was announced by the Fed; they sustained their dovish behavior as they know how sensitive the market can be otherwise. The statement didn’t change the mood of the weekRead… Read more »