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Tax penalties usually occur when taxpayers don’t file returns or extensions or make other errors that raise red flags with the Internal Revenue Service (IRS). But retirement accounts can also be subject to tax penalties if investors make mistakes. Christine Russell, senior manager of retirement and annuities at TD Ameritrade, likens
For a market nearing all-time highs, volatility remains curiously elevated. The message, in a slow news cycle like the one we’re currently in, could be that one tweet or statement has the chance to set things in a bad way quickly, especially considering how far the market has recently rallied.
In 2011, the first of the baby boomers reached retirement age. And according to the Social Security Administration, about 10,000 Americans turn 65 each day. That’s a lot of baby boomer retirement, as well as a lot of concern among retiring boomers about the impact of volatility on their retirement
Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 833-742-6534 Talking About Life Insurance: What It Can Do for You Talking about life insurance may not be at the top of your “Things I Love to Do” list, but you may be surprised by the peace
An interesting read on how one person taught his children about money: “As a small child, my parents would talk to me about saving money but no strategy complemented the narrative, making the end result more coercive than cooperative. When my own children reached ages 5 or 6, I embraced
How do millionaires make their money? Where do they invest? The facts are interesting. In the United States, 11.3 million people are worth $1 million – $5 million. Another 1.3 million are worth $5 million – $10 million. The majority of these people invest their assets in ordinary places: 44%
Complimentary Income Mapping and Social Security Maximization Strategies. Call for an appointment at 833-742-65 Small Business 401(k): Helping You and Your Employees Save More For the Future [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section bb_built=”1″ _builder_version=”3.0.47″ prev_background_color=”#000000″][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_image src=”https://shanklandfinancial.com/sf/wp-content/uploads/2019/02/Shankland-Financial-bakery.jpg” _builder_version=”3.19.12″ /][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.19.12″ text_font_size=”19px” text_orientation=”center”] Key Takeaways It’s
Most of us probably strived for better-than-average grades at school and better-than-average salaries at work. That being the case, it’s kind of surprising that so many investors seem to be comfortable having “average” retirement savings for their age. Unfortunately, if your savings are just “average,” they probably aren’t going to
The IRS has announced the new contribution limits for tax-advantaged retirement plans. Find out the IRA and 401(k) contribution limits for 2019. Key Takeaways IRA and 401(k) contribution limits have been raised for 2019 The change offers an opportunity to increase your tax-efficient retirement contributions Every year the IRS reviews
Tony Robbins: 5 money mistakes investors need to avoid in today’s choppy market Tony Robbins, renown life and business strategist who has coached more than 50 million people, has dedicated himself to spreading personal finance literacy across America. And his mantra is timely: Don’t sit on the sidelines in fear
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