Planning Retirement

Tax deferred? Tax free? Tax advantaged? It might sometimes feel a bit taxing to think about the tax implications of a Roth conversion. However, it is probably worth your brain power because a Roth conversion can be tremendously beneficial in the right circumstances. What is a Roth Account? A Roth …

11 Trips You Required to Take As Quickly As You Retire You’ve got all the time in the world and all the world to see. Start planning.Al Seib/Los Angeles Times via Getty Images No more waiting on your yearly getaway then filling it end-to-end up until you drag yourself back …

Are you actually all set for is that dependingon for how long you were wed for, your partner could be entitled to a few of your retirement savings as part of the divorce settlement. All your partner needs to do is seek a certified domestic relations order(it’s called a court …

Tis the season…  No, it is not quite time to decide whether you’ll say Happy Holidays, Merry Christmas, Bah Humbug or none of the above.  It does, however, involve shopping! The 2018 Medicare Open Enrollment season is upon us and will last from from Oct. 15 to Dec. 7. Now …

Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best retirement possible. Find out if you …

Social Security 2018: The Social Security Administration announced this week the biggest Cost of Benefit Living Adjustment (COLA) increase of the last five years.  However, many retirees say that it is just not enough.The Social Security 2018 increase is big, but definitely NOT that big. Recipients will receive a whopping… …

An astonishing number of retirees reverse retirement — quit their lives of leisure and go back to work either part or full time.  Is retirement really not all that it is cracked up to be? Going backwards is rarely a good idea, but reversing back into a compelling job can …

Reverse mortgages are a type of home equity loan for homeowners 62 years and older. If you have been thinking about getting a reverse mortgage, here are 9 new reasons to take a fresh look at the program. 1. You Are Protected in a Natural Disaster Floods. Fires. Earthquakes.  It …

Before you got married, you probably discussed where you wanted to live, whether or not you would have kids and your general hopes for the future. Before you bought a house, you and your spouse talked about where would be best, what size home you hoped to acquire and more. …

Blurry photo credit: Me Hi! This is Steve Chen.  I’m the founder of NewRetirement and we’re reaching out to try to better engage with you so that we can learn from one another and use that knowledge to make NewRetirement better and build a community around our tools and content. Today …