Over half of all Americans expect to live a comfortable retirement and only one third think Social Security will be important to them.
There may be times when you might decide it’s worth claiming your Social Security benefits early!
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
