Category: Retirement Planning

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to

May 24, 2022

Choosing a Retirement Location

Baby boomers are going to retire differently than their parents did. Americans are living longer, healthier lives — a fact that is reflected in our

May 23, 2022

How Well Do You Know Your 401(k)?

Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon. The old saying “knowledge is power” applies to

May 23, 2022

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options

May 23, 2022

What Is a Stretch IRA?

A stretch IRA is a traditional IRA that passes from the account owner to a younger beneficiary at the time of the account owner’s death.

May 23, 2022

Delaying Retirement May Provide the Financial Boost You Need

Americans are living longer, healthier lives, and this trend is affecting how they think about and plan for retirement. For instance, according to the Employee

May 23, 2022

DC Plan Trends: Sponsors Focused on Improving Participant Outcomes

Defined contribution plan sponsors are rethinking ways to improve investment offerings in an attempt to elevate retirement outcomes for plan participants. The Towers Watson 2014

May 23, 2022

How Do I Know If My IRA Contributions Are Tax Deductible?

Contributions to a traditional IRA are tax deductible if you don’t already participate in an employer-sponsored retirement plan. For 2015, the maximum you can contribute

May 23, 2022

Social Security: Maximizing Your Social Security Benefits

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t understand that there are other ways to

May 23, 2022

Trading Places: Baby Boomers More Aggressive Than Millennials in Retirement Goals

Popular investing wisdom states that the younger you are, the more time you have to ride out market cycles and therefore the more aggressive and

May 23, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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Category: Retirement Planning

Choices for Your 401(k) at a Former Employer

Choosing a Retirement Location

How Well Do You Know Your 401(k)?

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

What Is a Stretch IRA?

Delaying Retirement May Provide the Financial Boost You Need

DC Plan Trends: Sponsors Focused on Improving Participant Outcomes

How Do I Know If My IRA Contributions Are Tax Deductible?

Social Security: Maximizing Your Social Security Benefits

Trading Places: Baby Boomers More Aggressive Than Millennials in Retirement Goals

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