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Retirement

Personal Residence Issues in Retirement

Submitted by Madison Planning Group on December 15th, 2017

Personal Residence Issues in Retirement

What is it?

As you grow older, housing issues become an integral part of your retirement plans. You may be living on a fixed income and want to get additional cash by borrowing against the equity in your home. You may feel isolated in that big house you bought 30 years ago when your children were young.

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  • Retirement
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Infographic: Financial Tips for Young Adults

Submitted by Madison Planning Group on November 28th, 2017

IG-6_Steps_Foundation.png

Tags:
  • 401k
  • Budget
  • Credit
  • Retirement
  • Roth IRA

It's Time for Baby Boomer RMDs!

Submitted by Madison Planning Group on November 28th, 2017

It's Time for Baby Boomer RMDs!

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½?

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  • Retirement
  • RMD
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IRA and Retirement Plan Limits for 2018

Submitted by Madison Planning Group on November 15th, 2017

IRA contribution limits

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000.

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  • IRA
  • Retirement
  • Roth IRA
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Gary Attends Ed Slott IRA Training

Submitted by Madison Planning Group on November 8th, 2017

Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Kansas City, Missouri October 26-28, 2017.

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  • Ed Slott
  • IRA
  • Retirement
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Don't Let Your Retirement Savings Goal Get You Down

Submitted by Madison Planning Group on October 13th, 2017

Don't Let Your Retirement Savings Goal Get You Down

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy.

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  • Retirement
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Managing Debt While Saving For Retirement

Submitted by Madison Planning Group on September 28th, 2017

Managing Debt While Saving for Retirement

It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.

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  • Debt
  • Retirement
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For Women, a Pay Gap Could Lead to a Retirement Gap

Submitted by Madison Planning Group on September 21st, 2017

For Women, a Pay Gap Could Lead to a Retirement Gap

Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women.

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  • Retirement
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5 Retirement Savings Strategies for Younger Workers

Submitted by Madison Planning Group on September 12th, 2017

5 Retirement Savings Strategies for Younger Workers

No one can argue that the millennial generation faces big challenges when it comes to savings. Younger workers are dealing with record setting student loan debt, high housing costs and stagnant wage growth. It’s hard to save for retirement when you are worried about the next month’s rent.

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  • MillennialMonday
  • Retirement
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Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Submitted by Madison Planning Group on August 30th, 2017

Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Who is a spouse beneficiary?

A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provisions). A spouse beneficiary has a number of unique options.

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  • Beneficiary
  • IRA
  • Retirement
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