Retirement Planning

Retire early at 55 – What are the things that you should always keep in mind?

By Patricia Sanders   For preparing a financial plan, early retirement age is defined as any age before 65. As per the rule, a per can’t be eligible for Medicare benefits until the age of 65. So, if you retire early at 55, you must prepare other plans to get adequate health insurance coverage for …

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The most misunderstood Roth IRA conversion tax rule

By Ed Slott   Once Roth IRA funds have been held for five years and the Roth owner is 59½ years old, there are no more tax rules to know because all distributions will be tax- and penalty-free forever, including distributions to beneficiaries. These distributions, known as “qualified distributions,” are the holy grail for Roth …

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Guest Bloggers for Health/ Life Insurance Blog Wanted

We are looking for guest bloggers for the PBC Insurance Group blog. The purpose of  this blog is to educate people about health and life insurance related topics as well as preserving and maximizing income in retirement. We are also interested in direct primary care and how this model may have an impact on our …

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Fixed Indexed Annuities in Your Retirement Plan

Fixed indexed annuities in your retirement plan offers growth potential, protection from loss due to market downturns, and the option for guaranteed lifetime income. Many people preparing for retirement are less familiar with annuities in general — and FIAs in particular — than with financial products such as mutual funds. What’s more, because FIAs have …

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How To Stop Your Grown Kids From Ruining Your Retirement

  By Diane Harris This Thanksgiving, I had a lot to be thankful for, particularly in regard to my grown children. I’m proud that my daughter and son, both in their mid-20s, have grown into smart, conscientious, good-hearted young adults. I’m grateful they still seem to enjoy their parents’ company. And I’m relieved, as they …

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Health care is an even bigger part of retirement planning

Longer lifespans and rising prescription costs are two big reasons retiree health-care costs are expected to skyrocket. Health savings accounts for people with high-deductible insurance plans are becoming an important component of retirement savings plans. Long-term care insurance can help retirees avoid dependence on relatives. Mark Henricks, special to CNBC.com Surging projections of what retirees can expect …

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10 Key Features Of A ‘Retirement-Ready’ 401k

How many do your plan-sponsor clients employ? Here are a few of the ‘must-haves.’ POSTED BY: ROBERT LAWTON Retirement readiness is all the rage, and defined as financially prepared employees that can retire without lowering their standards of living. Employers obviously have a responsibility to help their employees achieve retirement readiness by offering quality 401k plans …

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