I am sure you have heard that phrase from many financial professionals over the years. This time I want you to really hear it THE RULES FOR RETIREMENT ARE CHANGING!! Hopefully I have your attention now because what I am about to tell you will scare the hell out of you. Whether you are in your 40s or 50s you have been hearing that you need to save for retirement in traditional vehicles such as 401ks, IRAs, and sometimes someone mentions Roth IRA. The reason you are told this is because of the tax deferral and the amount of money you can grow your nest egg for retirement. If you are a business owner or an employee of a company what I am about to say is a very bold statement and I will take heat for it. Your investment guy, your Certified Financial Planner™, your insurance representative, your CPA, your estate planning attorney and anyone in between I believe ...
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The Rules For Retirement Are Changing And You Better Be Listening
Dec 17, 2016
Posted
Featured Articles, Healthcare, Retirement
Tagged 401(h), 401(k), 403(b), 457, Affordable Care Act of 2010, Annuities, Capital Gains (Including home), Certified Financial Planner, Changes to the Social Security’s Program, complimentary personalized estimate of your health care costs, Dividends (including municipals), estate planning attorney, Financial Professionals, forfeit all your Social Security benefits, Health Care costs in retirement, health care costs will be deducted from your Social Security benefits, Health View Insights White Paper on Health Care Costs, HSAs, Long Term Care costs, Medicare Modernization Act, Medicare Part A, Pension Income, Rental Income, Roth Accounts, Save For Retirement, Sep Iras, Social Security, survive and not run out of money, THE RULES FOR RETIREMENT, Traditional IRAs, Wages
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