Blog | Page 7 of 8 | Jeff Carter, RICP in Arizona

17 Oct Beware of retirement planning seminars and workshops that come with a free meal or masqueraded as an educational event at your local community college or university!

Posted at 21:45h in complimentary dinner event, retirement and estate planning workshop, retirement planning seminars and workshops, special dinner invitation by Jeff Carter 0 Comments

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Retirement planning seminars and workshops invitations arrive in your mailbox for dinner at one of the expensive or not so expensive restaurants in town and it comes with a side order of retirement planning advice or it’s an invitation for an educational event at the...

10 Oct Retirement – Twelve Strategies to Generate Income in Retirement

Posted at 23:00h in retirement, Retirement Income, Retirement Plan, retirement planning, Retirement Readiness, retirement strategies by Jeff Carter 0 Comments

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When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as cashing out your retirement plan. Fantastic. But now comes the hard part: making sure you...

03 Oct The Triple Tax Benefits of Health Savings Accounts

Posted at 20:38h in 401(k), Health Savings Accounts, IRA, Medicare, Retirement Plan by Jeff Carter 0 Comments

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When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health savings account, or HSA. First established under the...

25 Sep A Road Map to Retirement

Posted at 21:10h in retirement planning, Uncategorized by Jeff Carter 0 Comments

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If life is a journey, retirement is the destination where one hopes to enjoy long-awaited rewards for years of hard work. Yet, like any other life goal, a comfortable retirement doesn't just happen, it requires careful retirement planning. And to date, most Americans are slow...

25 Sep Your Retirement Plan – Ready to Roll Over?

Posted at 20:35h in 401(k), 403(b), retirement strategies by Jeff Carter 0 Comments

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Nowadays, individuals change jobs many times throughout their working lives. If you are starting a new phase in your career, you are probably carefully considering how you will handle your finances while making the transition. One important aspect is your retirement plan funds. If you...

03 Oct The Triple Tax Benefits of Health Savings Accounts

25 Sep A Road Map to Retirement

25 Sep Your Retirement Plan – Ready to Roll Over?

About Jeff

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e-News and Blog Updates

17 Oct Beware of retirement planning seminars and workshops that come with a free meal or masqueraded as an educational event at your local community college or university!

10 Oct Retirement – Twelve Strategies to Generate Income in Retirement

03 Oct The Triple Tax Benefits of Health Savings Accounts

25 Sep A Road Map to Retirement

25 Sep Accentuate Your Pension with Careful Retirement Planning

25 Sep Your Retirement Plan – Ready to Roll Over?

About Jeff

Learn More

e-News and Blog Updates