As we are nearing the end of the year, mutual fund companies will soon be releasing estimates on capital gains distributions within their various fund offerings. For owners of mutual funds in non-qualified accounts, these distributions will result in taxable gains at current capital gains rates of 0-20% depending upon tax bracket.
Knowing if you can financially retire is important but many don't anticipate the psychological changes that also accompany retirement.
The Ashcroft Pesek Group’s sole focus is helping former employees of the energy company get the most out of their retirement benefits.
The following article is part two in a series on important tax related decisions our clients encounter at retirement. For additional insights, follow our team at www.BairdRetirementManagement.com
More than half of all workers age 50 and older lost their long-held jobs because they were laid off or otherwise forced to leave involuntarily, a new study says.
Curious if your BP lump sum went up or down? Find out in this month's newsletter.
There’s a lot to know about HSAs, so we’ve pulled together seven need-to-know bits of information to answer some pressing questions we find retirees asking – especially those on high deductible plans.
Did your Chevron lump sum go up or down this month? Find out in this month's newsletter.
In part two of this series on How to Think About When to Take Social Security, we will cover the considerations for taking Social Security at full retirement age.
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