A cost-benefit analysis could help determine whether it would be beneficial to pay taxes on some of your IRA assets now rather than later. One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject … Read more
The Health of Social Security: Some Good News and Some Bad News With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern.1 Social Security isn’t in danger of going broke — it’s financed primarily through payroll taxes — but its … Read more
4 questions to ask if you’re thinking about retiring to Punta Gorda Is Punta Gorda a good place to retire? If retirement is on your mind, Realtor.com recently ranked Punta Gorda as the number one of the top 10 hottest retirement spots for baby boomers in the country. In fact, Southwest Florida is one of … Read more
