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Retirement

Paying for College - Should You Use Your IRA Funds?

Submitted by Madison Planning Group on August 23rd, 2017

Paying for College – Should You Use Your IRA Funds?

It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look to their retirement funds to pay higher education expenses. Can this be done and is it a smart move?

Tags:
  • College
  • College Loans
  • College Planning
  • IRA
  • Retirement
  • Taxes
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Three Reasons Why Life Insurance is More Than Just a Death Benefit

Submitted by Madison Planning Group on August 18th, 2017

Life insurance is universally recognized as an essential pillar of a financial plan for providing much needed capital in the event of a breadwinner. It is also fundamental to other planning needs, such as estate planning to pay for settlement costs and taxes, and business planning for business continuation or key person protection.

Tags:
  • Insurance
  • Life Insurance
  • Retirement
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Working in Retirement: What You Need to Know

Submitted by Madison Planning Group on August 9th, 2017

Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider.

Tags:
  • Retirement
  • Social Security
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What is a rollover IRA, and do I need one?

Submitted by Madison Planning Group on August 4th, 2017

What is a rollover IRA, and do I need one?

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

Tags:
  • IRA
  • Retirement
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Changing Jobs? Know Your 401(k) Options

Submitted by Madison Planning Group on July 19th, 2017

Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.

Tags:
  • 401k
  • IRA
  • Retirement
  • Rollover
  • Read more

Important Ages in Retirement Planning

Submitted by Madison Planning Group on July 17th, 2017

Important Ages in Retirement Planning

Age 50

Catch-up contributions for most retirement plans and IRAs can be made beginning in the year you are going to turn age 50. The only plan that does not allow catch-up contributions is the SEP IRA. The following are the catch-up limit amounts.

IRA/Roth IRA  $1,000

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  • Retirement
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Quiz Yourself with These IRA Questions!

Submitted by Madison Planning Group on July 10th, 2017

Quiz Yourself with These IRA Questions!

After you’ve answered the questions below, scroll down to see the answers and see how well you know your stuff!

1) Of Roth IRAs, Roth 401(k)s and inherited Roth IRAs, which, if any, are subject to required minimum distributions?

 

Tags:
  • IRA
  • Retirement
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When Life Insurance Makes Perfect Financial Sense in Retirement

Submitted by Madison Planning Group on May 31st, 2017

When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance after we retire is often met with strong opinions as to whether or not it makes any financial sense. After all, the cost of life insurance increases significantly over the age of 65.

Tags:
  • Insurance
  • Life Insurance
  • Retirement
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Gary attends Ed Slott Training in Kansas City

Submitted by Madison Planning Group on May 26th, 2017

Gary Schwartz, President & CEO of Madison Planning Group, Inc. completed his semiannual training from America’s IRA Experts with Ed Slott and Company, LLC in Kansas City, Missouri May 18-20, 2017.

Tags:
  • IRA
  • Retirement
  • Taxes
  • Read more

Four Numbers You Need to Know Now

Submitted by Madison Planning Group on May 24th, 2017

Four Numbers You Need to Know Now

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.

Tags:
  • Credit
  • Debt
  • Net worth
  • Retirement
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