Rolling Over Your 401(k): Options and Best Practices

What should you do with your old 401(k)? Here are four options, including pros and cons.

Tax Considerations When Downsizing or Relocating in Retirement

Thinking of downsizing or relocating when you retire? Here are some tax considerations to help you decide.

Making the Most Out of Your Kaiser Permanente Retirement Plan

Want a great retirement? Here is a breakdown of the financial areas to consider, including your Kaiser benefits.

What Are the 2023 Tax Rates and Contribution Limits?

Here are the 2023 changes to tax rates and retirement plan contribution limits.

How to Use Qualified Charitable Distributions to Give to Charity

A QCD enables you to direct your required minimum distributions (RMDs) to charity and reduce your taxable income.

Roth 401(k) vs. Roth IRA: What’s the Difference?

Trying to decide between a Roth 401(k) and Roth IRA? See how the differences fit into your financial goals.

When Life Goes Wrong, Your Financial Plan Can Help

A financial plan can help you optimize the good times and weather the bad ones. Read this article to understand what your financial plan should include.

New IRS Contribution Limits

The IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.

Financial Planning BlogParkshore Wealth ManagementDecember 17, 2019401k, Retirement Planning

A Retirement Fact Sheet

Make sure to align your vision of retirement with the facts.

Financial Planning BlogParkshore Wealth ManagementDecember 17, 2019Retirement Planning

Cash Balance Plans: A Retirement Savings Powerhouse

More professional practices (and practice groups) are looking into them.

How Does Retiring Early Affect My Medicare Benefits?

If you decide to retire before you turn 65, you may face a gap between having health insurance coverage through your employer and the time at which you are eligible for Medicare, which means it’s even more important to incorporate health care into your financial planning.

VideoParkshore Wealth ManagementAugust 22, 2019early retirement, medicare, Retirement Planning

Why Should I Roll Over My 401(k)?

If you have a 401(k) account through an employer and you leave your job or retire, you often have a choice to either keep your money in your old employer’s 401(k) plan or roll over the balance into another retirement account.

VideoParkshore Wealth ManagementJuly 11, 2019401k, Retirement Planning, roth ira

How Should I Incorporate Travel into Our Retirement Planning?

Many people dream of traveling the world or at least vacationing more during retirement since they’ll have more free time. You can better achieve your travel goals by planning for them now.

How Much Should I Save to Avoid Running Out of Money in Retirement?

This is a financial planning question. It is mathematical, and you can figure it out. It depends on what age you are.

VideoParkshore Wealth ManagementJanuary 24, 2019prepare for retirement, Retirement Planning

Should I Take a Lump Sum or Monthly Payout for My Pension?

The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.

VideoParkshore Wealth ManagementJanuary 10, 2019Pension, personal finance, retirement, Retirement Planning

How Does a Good Economy Affect My Investments When I Retire?

Having a good economy is great. It means that your investments are going up. It means you’re going to have more money to spend in retirement.

VideoParkshore Wealth ManagementNovember 21, 2018Bull Market, retirement, Retirement Planning

How Can I Figure Out If I Am Financially Able to Retire Early?

One of the key points in considering retiring early would be taking a look at a good, holistic financial plan—looking at “What are my resources? What are my expenses going to be?”