Retirement Planning
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.
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.
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%…
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.
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.
Learn about the tax benefits of contributing to a 401(k) plan in Oregon, including potential savings on state income taxes and how to maximize your retirement savings.
Discover the 7 golden rules for successful dividend investing. Learn how to pick the right stocks, manage risk and maximize returns with this comprehensive guide
Can you have both an IRA and a 401k? What are the limits, withdrawal rules, taxes, and eligibility? Learn everything you should know to have both 401k and IRA to maximize your profits.
What Is the difference between a 401(k) and an IRA? Which one is better? And can you have both? Find answers to these and other questions about IRA and 401k in our blog.
The 80/20 rule, or the Pareto Principle, is widely used in business and economics. It manifests that 80% of outcomes result from 20% of causes. Read our blog and learn how you can apply it for an early and wealthy retirement.
