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Other Considerations in Retirement
Aside from your finances there are many other things to consider in retirement. It’s not just about how you’re going to get there but how you’re going to spend it! Here are a few key areas you should also examine before retirement: Leisure Activities What will you do with your free time? It is easy…
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Investment Vehicles: The Basics
Rapid advances in technology have greatly changed the manner in which the world invests. Gone are the days of sending in trade orders by wire, phone, or mail to a broker-dealer for completion. A single individual now has the ability to place real-time orders from anywhere he or she has internet access. Along with the…
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Retirement Plan Investment Committee Basics
Your retirement plan’s Investment Committee is most likely composed of individuals with extremely busy schedules and a small amount of time dedicated to discussions surrounding your plans investments. So how do you make the most of their limited availability? We’ve put together a list of some tips, tricks, and best practices to make sure your…
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Your Health Savings Accounts FAQs
Health Savings Accounts offer many advantages, but also require account holders to meet and maintain certain eligibility criteria. Here we will highlight some of the frequently asked questions, advantages, and requirements of Health Savings Accounts. Everyone’s situation is different, and individuals are encouraged to seek additional information from the resources mentioned below. Who is eligible…
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Longevity In Retirement
One of the major risks you will probably face when it comes to your retirement is longevity. Longevity is the prospect of outliving your retirement resources and an important factor to consider when planning for retirement. So what can you do to reduce your chances of outliving your retirement resources? Annuitize a portion of your…
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Know Your Fiduciary Role!
Those who oversee qualified plans are either very familiar with the role they play for their employee retirement plan, or do not clearly understand the significance of their fiduciary duties. It is important to know your job within a qualified plan. Plan fiduciaries should understand the instrumental part they play and take the responsibilities afforded…
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Kristin Parker – Outstanding Volunteer Award!
At Conrad Siegel we want to provide excellent service to our clients by building long lasting, and trusting relationships, while also being proactive in serving the community around us. That is why we are so excited to congratulate our own Kristin Parker for receiving the Outstanding Volunteer Award from the Panther Ram Foundation! Kristin is…
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ESOPs: The Basics
An Employee Stock Ownership Plan (ESOP) is a tax-qualified defined contribution retirement plan that primarily invests in the sponsoring company’s stock. ESOPs are primarily used to provide a market for the shares of a departing owner. Through the creation of an ESOP, the departing owner, the company, and plan participants can receive substantial tax benefits.
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Sources of Retirement Income
Whether your retirement is in sight or many years off, taking the time to consider your sources of income during retirement can alleviate some of the burden in planning for retirement. Here are some of the most common sources of retirement income: 1. Social Security Your Social Security benefit depends on how much you earned…
