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Is An Early Withdrawal a Good Idea?

If you took the important step to open a retirement account years ago, and you’ve been faithfully saving ever since, we want to congratulate you on smart, responsible financial planning. Many people don’t think about retirement until much later, so you’re ahead…

How to Maximize Your Social Security Benefits

Most of us anticipate that our retirement incomes will be derived from several sources, such as withdrawals from a retirement account, a pension or annuity, and of course, Social Security. Part of the retirement planning process involves maximizing each of those sources,…

Rolling Over Your 401(k) to an IRA

At some point during your career, you might find yourself deciding what to do with an “old” 401(k). This typically refers to a 401(k) fund to which you can no longer contribute (such as in the case of changing employers or being…

What to Do if You Don’t Have a 401(k)

Planning for retirement can be confusing for all of us. But if you’re one of the 38 million private-sector workers who don’t have access to an employer-provided 401(k), you’re probably feeling left out of the conversation entirely. We hear you! If you’re…

Rising Medicare Premiums Make an Important Point About Retirement Planning

By now, you have probably heard that premiums for Original Medicare Part B, along with deductibles for both Part A and B, were increased just slightly for 2019. This is no surprise, as Medicare premiums and deductibles do change periodically. For those…

3 End of Year Steps to Take Right Now

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the…

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6 Ways to Use Credit More Responsibly April 8, 2019
6 Ways to Use Credit More Responsibly

When you think of financial planning, you probably focus more on saving and investing. And yes, these are important parts of your financial life, particularly with regard to preparing for retirement. But there’s another large component of sound financial planning, and it…

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Is An Early Withdrawal a Good Idea? April 1, 2019
Is An Early Withdrawal a Good Idea?

If you took the important step to open a retirement account years ago, and you’ve been faithfully saving ever since, we want to congratulate you on smart, responsible financial planning. Many people don’t think about retirement until much later, so you’re ahead…

Read More »

How to Maximize Your Social Security Benefits March 11, 2019
How to Maximize Your Social Security Benefits

Most of us anticipate that our retirement incomes will be derived from several sources, such as withdrawals from a retirement account, a pension or annuity, and of course, Social Security. Part of the retirement planning process involves maximizing each of those sources,…

Read More »

Rolling Over Your 401(k) to an IRA March 4, 2019
Rolling Over Your 401(k) to an IRA

At some point during your career, you might find yourself deciding what to do with an “old” 401(k). This typically refers to a 401(k) fund to which you can no longer contribute (such as in the case of changing employers or being…

Read More »

What You Need to Know About the Property Tax Deduction February 11, 2019
What You Need to Know About the Property Tax Deduction

By now, you have probably heard that the sweeping federal income tax reforms have impacted the way many people itemize their deductions. In particular, the property tax deduction limit has caught plenty of attention (and complaints). So, what do you need to…

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This information has been provided by a licensed insurance professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting the insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, trust and estate, or investment advice. Infinite Wealth Advisors is not an investment advisory firm.  Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .