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Retirement

9 Important Details About Early Retirement Plan Rollovers

Submitted by Avenue Advisors, LLC. on November 9th, 2020

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

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  • Financial Planning
  • Retirement
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Retirement Success

Submitted by Avenue Advisors, LLC. on October 26th, 2020

Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. 

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  • Financial Planning
  • Retirement
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Retiring as a Small Business Owner

Submitted by Avenue Advisors, LLC. on September 28th, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

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  • Retirement
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Things You Should Know About Social Security and Your Retirement

Submitted by Avenue Advisors, LLC. on November 12th, 2018

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know.

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  • Financial Planning
  • Retirement
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Retiring Abroad

Submitted by Avenue Advisors, LLC. on October 22nd, 2018

If you’ve always dreamed of living abroad, now may be the best time. Today, there are around 400,000 American retirees residing outside the United States, with that number expected to grow over the next few years. Cost of living is often cited as one of the main reasons for the move.

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  • Financial Planning
  • Happiness
  • Retirement
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Suddenly Disabled? Here’s What to do Next

Submitted by Avenue Advisors, LLC. on July 30th, 2018

While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all lead to temporary or permanent disability. So, what happens when you suddenly find yourself unable to work?

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  • Disability
  • Retirement
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Best Tax Friendly Places to Live for Retirees

Submitted by Avenue Advisors, LLC. on July 30th, 2018

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

Tags:
  • Happiness
  • Lifestyle
  • Planning
  • Retirement
  • work life balance
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Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Submitted by Avenue Advisors, LLC. on September 25th, 2017

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself.

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  • Financial Planning
  • Retirement
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Game of Life: Financial Planning At Every Age

Submitted by Avenue Advisors, LLC. on May 1st, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

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  • College Planning
  • Education
  • Finance
  • Financial Planning
  • Happiness
  • Retirement
  • Savings
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Smart Taxes: Roth IRA

Submitted by Avenue Advisors, LLC. on May 1st, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

Tags:
  • Growth Tax Free
  • Hacking
  • Required Minimum Distributions
  • Retirement
  • RMDs
  • Savings
  • Smart Money
  • Traditional IRA vs Roth IRA
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