Experience can be a painful teacher. I know I’ve made many mistakes throughout my life that have been more painful to learn from than others. Most people prefer to avoid learning painful lessons through retirement mistakes, so I put this article together. There are three common mistakes I’ve seen people make when it comes to…
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As a Walt Disney Company employee, you might be surprised to learn that you could have access to a pension plan. This valuable benefit can play a crucial role in your retirement strategy. Let’s dive into the five essential aspects of the Disney pension plan to help you make informed decisions about your financial future.…
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We will all hopefully have some sort of Social Security benefit at some point. Understanding how those benefits work and how Social Security works in general is a pivotal component of proper retirement planning.
As a financial advisor, part of my job is working with clients to try and help minimize and mitigate the tax ramifications associated with their decisions. One of the most important is making tax-efficient withdrawals from their retirement funds.
There are three main ideas involved with tax-efficient withdrawals from retirement funds.
Longevity in retirement is something that one needs to think about. Most research has shown that the longer you live, the longer you will live. Of course, it’s probability, so it doesn’t happen for everybody, right? But there are higher chances that the longer that you live, the longer you will live.
With that in mind, here are five things you should consider to help you plan for longevity in retirement.
We can’t avoid inflation, but we can learn how to plan for it. Start by looking at these three things.
If you’re in your late 50s and looking to start making the transition to retirement, following the suggestions in this case study is a great start.
Are you in your 40s and a leader at Disney. If so, there are a lot of financial situations and considerations to evaluate. Thinking through these key things will help you make some decisions around various challenges and considerations you may face.
Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.
Many retirees plan to use a 401k to create income. Asking how to avoid paying taxes on 401k withdrawals is a great question. Here are some ways you can avoid or defer taxes on a 401k withdrawal.
