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Retirement Planning

How Is Your Financial Health?

They Said What?!

overhearconvo-190x130.jpgUnbelievable Money One-Liners Retirement Planners Have Heard

By Marisa Torrieri with Keith Klein

If you can remember World War II, and have an IRA, it’s time to take your RMD!

Iwo Jima Stamp.jpg


by Keith Klein

Did you know that owners of traditional IRAs who are in their seventies have mandatory annual withdrawals from those IRAs by December 31 of each year? And guess what: Taking the withdrawal on time  saves the traditional IRA owner from a tax penalty equal to 50% of the required withdrawal amount.

5 Unexpected Steps to Maximize the Value of your Business, Sell and Retire

5 steps.jpgby Keith Klein

Most entrepreneurs perceive a financial conundrum as their business goes through the business life-cycle: from start-up to the ultimate transition or sale of the business and retirement: 

Should I be saving for retirement and protecting my family OR is my money better spent by reinvesting in my business?

3 Reasons Why Retirement Planning is Different for Women

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by Keith Klein


This isn't our Mother and Grandmother’s retirement anymore. Just a few years ago, many women enjoyed the full benefits of the “three-legged stool” of retirement: guaranteed pension payments, savings, and Social Security payments. Today, that stool is barely standing. Women are especially challenged by the changing landscape of retirement.


Here are the top three ways:

Nest Eggs Cracked For Business Start-Ups

Nest Eggs.jpgby Karen Demasters

More entrepreneurs are turning to their retirement savings for the start-up funds they need to start new businesses, say advisors and facilitators who deal in this market.

A self-directed 401(k) can be used to start any enterprise that qualifies as a business under the IRS code, notes William R. Seagraves, CEO and president of Catchfire Funding in Denver.

“My clients are like myself, they are serial entrepreneurs who want to jump out of the corporate track,” says Seagraves. Catchfire Funding helps arrange the self-directed 401(k) plans for businesses financing.

The trend comes at a time when the U.S. Small Business Administration has cut back on loans, although Seagraves and others say it is too early to tell if the two trends are connected.

The 5 Plus 2 Steps for Planning a Great Retirement

When It Comes To Retirement, $2 Million May Be The New $1 Million

retired-men-bench-1.jpgWhen It Comes To Retirement, $2 Million May Be The New $1 Million, by Libby Kane, Business Insider

A million dollars isn't cool. You know what's cool? Two million.

That's according to a recent USA Today article, which claims that having $1 million saved for retirement might not cut it.

"The new $1 million may be $2 million," it says.

How Financial Planning Has Changed for Same-Sex Couples

How Financial Planning Has Changed for Same-Sex Couples

Retirement & estate planning strategies are being greatly altered.

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