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Do Annuities And 401(k) Plans Mix?

Once upon a time, retirees received pensions through defined benefit plans. Nowadays, instead, most employees have defined contribution plans—largely in the form of 401(k)s. Other Articles: Using Annuities In 401(k)s: The Debate Continues • One Thing A Divided Washington Can Agree On: Improving Retirement Security Trending Articles: 10 Best U.S. Cities For Residential Property Investment • Steve Sanduski's 5 Steps To Raising $90 Million A Year...

Young adults are told to save for retirement as soon as possible. But is this the best advice?

Young adults have at least one thing working in their financial favor: time. Older adults who are faced with delaying retirement longer than they wish often confide in me that, if they could tell their younger self one thing, it would be to start saving for retirement as soon as possible. But the slow and tedious process of saving can...

How quickly should new graduates start saving for retirement?

Single Mom Built Successful Practice She Now Shares With Her Sons

When Dorothy Bickling began her professional career in 1962, she said she never would have guessed she would be a financial advisor, much less working alongside her two sons, Spencer Betts and Andy Betts. Yet for 17 years, she has been in practice with her family at Bickling Financial Services in Lexington, Mass. The reality has created a full life...

2018/2019 Turbo Tax Guide

If you use TurboTax®, you will be able to import the below information shown on your original or corrected 1099 Tax Information Statement directly into the software. Specific statement information available for download includes: 1099-DIV: Dividends and Distributions 1099-INT: Interest Income1099-MISC:Miscellaneous Income, except for Line 3 (Other income) 1099-B: Proceeds from Broker and Barter Exchange Transactions 1099-OID: Original Issue Discount...

Investing for Retirement: Longevity and Diversification

Investing for retirement is, in some ways, easy. But once it comes to investing during retirement, and investing during retirement for income, things get a bit more difficult. For one, there's the risk of longevity. "The biggest question that we can never answer is, 'How long are we going to need the money?'" says Spencer Betts, a certified financial planner...

What should I look for in a financial planner?

Choosing a financial planner can be an intimidating process. Who can you trust to handle your finances and are they looking out for your best interests. Here are 5 questions you should ask: 1) How long have they been in the industry? Experience in important in financial services. 2) Do you have a Fiduciary responsibility to your clients? This is...

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The content is developed from sources believed to the providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionala for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on atopic that may be of interest. Advisor Launchpad is not affiliated with the name representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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