Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
How the CARES Act Impacts Retirement Plan Rollover Rules
June 25, 2020School of Financial Wellness
Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.
Mentally Preparing for Retirement
October 18, 2019School 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
October 11, 2019School 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.
How Much Will You Spend on Medical Expenses in Retirement?
September 18, 2019School 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.
Common Retirement Planning Questions
July 19, 2019School 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.
IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans
April 13, 2017School 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.