Topic: Retirement Planning

Mentally preparing for retirement
Mentally Preparing for Retirement

School of Financial Wellness

When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.

Retirement Planning Pitfalls
Retirement Planning Pitfalls

School of Financial Wellness

We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.

Calculating medical costs in retirement can be difficult
How Much Will You Spend on Medical Expenses in Retirement?

School of Financial Wellness

Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.

How much money do I need to retire?
How Much Do I Need to Retire?

School of Financial Wellness

The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.

street sign that says "are you ready" for retirement
2019 Contribution Limits Increase for 401(k), IRA and Related Retirement Plans

School of Saving and Investing

Those who participate in retirement plans, such as a 401(k), 403(b), most 4S7(b), and the Thrift Savings Plan, will be able to contribute more to their plan in 2019.

Sign from IRS Building that reads "Internal Revenue Service"
IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans

School of Saving and Investing

In its March 2, 2017 Employee Plan News publication, the IRS included their memorandum providing guidelines for examiners to determine if a section 401(k) plan hardship distribution is “deemed to be on account of an immediate and heavy financial need” under the safe-harbor standards.