Posts Tagged ‘retirement’
Be Tax Wise When Withdrawing your Retirement Savings
You’ve spent years saving for retirement, but now it’s time to plan the best way to manage your retirement savings withdrawals. Here is a potential method to help maximize your funds using a tax-advantaged strategy. First, look at Social Security and pensions. You can use these funds for daily living much the same as you…
Read MorePlanning To Retire? Consider Transferring Your Business To Your Employees
Dana McGuffin CPA is dedicated to helping increase organization sustainability in the businesses, ministries, and churches we serve. Even the most dedicated small business owners eventually want to retire. But succession planning can be tricky. If a transfer to an outside party isn’t feasible, and many times it is not, an alternative is to consider…
Read MoreSpeak Up About Your Finances
How often do you take time to talk about your finances? Once a year while preparing your tax return? Only when a financial emergency pops up? Or are money matters a topic you avoid entirely? If discussing financial goals makes you uncomfortable, you’re certainly not alone. Surveys by a national financial company found that money…
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