Retirement Archives - Financial Poise

gauzy beach scene symbolizing IRA beneficiaries

Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?

November 4, 2019
/ Investors
/ By Richard A. Sugar

Tags: Accounting-Auditing-Taxation, Estate Planning & Asset Protection, Retirement,

You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.

A couple clinks cocktails on a beach, signifying successful retirement planning

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

September 10, 2019
/ Investors
/ By Edward W. "Tad" Gray III

Tags: Business Transition and Exit Planning, Financial Management, Retirement,

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process.

Fraud Prevention requires vigilant monitoring of bank accounts, as with a smartphone.

Fraud Prevention for Suckers

Tags: Data Privacy & Cyber Security, Personal Finance & Investment, Retirement,

Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention.

Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

August 28, 2019
/ Investors
/ By John F. Sweeney

Tags: Family Dynamics, Financial Management, Personal Finance & Investment, Retirement,

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

Small Business Sign representing those that would benefit from the SECURE Act

How Small Businesses Benefit from the SECURE Act

Tags: Employment & Labor Dynamics, Retirement, Small Business,

Congress may soon pass the SECURE Act, which would increase retirement plan flexibility and award tax credits to small businesses.

Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

August 21, 2019
/ Investors
/ By John Drachman

Tags: Alternative Assets, Diversification, Financial Management, Personal Finance & Investment, Real Estate Investing, Retirement,

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

hand holds plant, a metaphor for investing in private equity for growth.

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

August 16, 2019
/ Investors
/ By Christopher Orr

Tags: Alternative Assets, Diversification, Financial Management, Personal Finance & Investment, Retirement,

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you?

A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

August 8, 2019
/ Investors
/ By Kristina Parren

Tags: Baby Boomers, Financial Literacy, Financial Management, Millennials, Personal Finance & Investment, Retirement,

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

Two retirees hold hands as they consider retirement service providers.

Know When It’s Time to Switch Your Retirement Plan Service Provider

Tags: Business Management, Employment & Labor Dynamics, Fiduciary Duties & Corporate Governance, Retirement,

Evaluate Your 401(k) Service Provider with These Questions The new year is a great time to take stock of your company offerings, and for plan sponsors, that should include a thorough review of your retirement plan provider. With fiduciary duty on the line, not taking the time to carefully review and make any changes can […]