Posts Tagged ‘Retirement Planning’

New IRA Rollover Rule in 2015

Posted in Community,Products
December 15th, 2014 at 10:00 am by Ally

Earlier this year, the IRS issued clarification limiting how you can shift your IRA money around. Beginning in 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own. However, taxpayers can still make unlimited trustee-to-trustee transfers because the transferred… read more

Discovering Retirement: Retiring as a Couple

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Retirement can oftentimes change the dynamic of a relationship. Couples who are transitioning into retirement can prepare for this new life stage by considering the various opportunities and challenges that come with it. Kevin McCormally of Kiplinger explains more about the importance of communication before and during retirement.

Discovering Retirement: Relocate or Stay Put?

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Many retirees’ wrestle with the decision on where to live. While it may seem exciting to move to a new place in retirement that has more leisure activities, a lower cost of living or just nicer weather – many people choose to retire “in place” where their family and community is already established. So, how… read more

Behind the Scenes with Kiplinger: Phasing Into Retirement

Posted in Community,Retirement
December 1st, 2014 at 9:17 am by Ally

Retirement was once viewed as a destination – a fixed period to rest and relax after years of hard work. However, retirement is now more fluid with many approaching retirees shunning a hard stop in their careers and taking a more gradual approach. In this episode of Behind the Scenes with Kiplinger, brought to you… read more

What We Learned: Pursuing Your Passions in Retirement

Posted in Community
November 18th, 2014 at 12:50 pm by Ally

Our November #AllyBRChat, Pursuing Your Passions in Retirement, with Bankrate.com was an inspiring conversation! So, what did we learn? For starters, we heard that retirement is a time to pursue passions, explore untapped interests, and take risks that you may not have previously had time for! Tuesday’s chat participants were excited about the opportunity to explore new… read more

« Older Entries