Retirement Planning

Retirement Savings: A Comprehensive Guide to Average American Savings by Age

How much should you tuck away for the golden years? Looking at the average retirement savings by age can offer a starting point. But remember, everyone’s journey is unique. Factors like your lifestyle, income, and goals matter just as much. Moreover, the financial market can be unpredictable, throwing your plans out of the window. For…

Author
Christopher K. Winn
Sep, 24 2023 · Fiduciary Financial Planning & Wealth Management
Image
Navigating the Age Landscape: When to Open an IRA

Planning for retirement with an Individual Retirement Account (IRA) is all about timing. The sooner you begin, the better positioned you’ll be for a financially secure future. But are there age limits on Roth IRAs? At what age can you open a Roth IRA? What retirement account options will best serve your goal? Well, stay…

Author
Christopher K. Winn
Aug, 29 2023 · Financial Planning
Image
The Four Types of Individual Retirement Accounts (IRAs)

Individual Retirement Accounts (IRAs) are attracting unprecedented interest. As of the first quarter of 2023, the total assets held in IRAs soared to an impressive $12.5 trillion, marking a 4.3 percent increase from the previous quarter.

Author
Christopher K. Winn
Jul, 25 2023 · Financial Planning
Image
Unlocking the Power of IRA: Building Wealth, Securing Your Future

Individual Retirement Accounts (IRAs) are a popular investment vehicle for self-employed individuals or working folks who don’t benefit from employer-sponsored plans. This strategy allows you to start saving for your golden years as early as possible and accumulate enough to foster financial independence when retirement comes.

Author
Christopher K. Winn
Jun, 23 2023 · Fiduciary Financial Planning & Wealth Management
Image
How Does an IRA Generate Income and Grow Your Money?

Individual retirement accounts are reliable vehicles for accumulating funds over time. They foster substantial growth through tax-free earnings on investments and play a significant role in long-term financial planning. Unfortunately, not many people understand how this individual retirement arrangement works. In fact, according to a 2020 survey by The American College of Financial Services, about 80%…

Author
Christopher K. Winn
Jun, 22 2023 · Fiduciary Financial Planning & Wealth Management
Image
Social Security Strategies: 15 Easy Tips for Maximizing Your Benefits

Learn 15 simple Social Security strategies to make the best decisions for maximizing your benefits. From spousal benefits to retirement age, get the most out of Social Security.

Author
Christopher K. Winn
May, 23 2023 · All articles
Image
Retiring in Oregon: All You Should Know About Oregon State Taxes

Discover if Oregon is a tax-friendly state for retirees. Read our overview of the state’s tax policies and decide if retiring in Oregon is the right choice for you.

Author
Christopher K. Winn
Apr, 24 2023 · Financial Planning
Image
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Schedule a Call Today
Book now
DROP US A MESSAGE
Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.