2 Reasons NOT to Rollover Your 401k to an IRA
By Josh Scandlen Reason 1: Creditor Protection A common question I get from people planning their retirement is whether they should roll over their old 401(k) into an IRA. In most cases, the answer is yes — IRAs offer more flexibility, potentially lower fees, easier...
Why Annuities Give MUCH MORE Income Than Treasury Bonds
See my video if you're a visual learner here. In retirement planning, one of the most common questions I get is how to generate reliable, guaranteed income from your savings. Many people look at Treasury bonds for safety and predictability—but when it comes to actual...
COMPARING TAKING SOCIAL SECURITY AT 62 VS. 67
I watched a video of a guy on Youtube giving his reasoning for taking Social Security at 62 as opposed to later. You can find that video here. I actually agree with his assessment except for one major thing...he doesn't say if he's married or not. If you're married,...
Households Age 65+ With No Mortgage
Estimated percentage of owner households age 65+ that own their home free and clear.
Estimated Annual Retiree Household Expenses by State
Approximate annual expenses for a typical retired household, ranked highest to lowest.
