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

21 Nov Inherited Retirement Plan Rollover Options

Posted at 13:55h in Inherited Retirement Plan, IRA, Retirement Plan, Retirement Plan Rollover by Jeff Carter 0 Comments

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You have inherited a retirement plan and you want to know what your rollover options maybe? If the account owner participated in an employer-sponsored qualified retirement plan, such as a defined benefit plan, 401(k) plan, employee stock ownership plan (ESOP), 403(b) plan, or 457(b) plan, they...

14 Nov Five Big Problems to Solve Before You Retire

Posted at 15:32h in retirees, retirement, Retirement Income, retirement planning by Jeff Carter 0 Comments

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Have you addressed the five big problems to solve before you retire? It seems, sometimes, as though financial professionals come in only two flavors. There are those who promise everything is going to be fine; you don't have to fret about retirement, they say, because they'll...

07 Nov A Woman’s Guide to LongTerm Care

Posted at 00:12h in Long Term Care, LTC, LTC Insurance, Women's guide to Long Term Care by Jeff Carter 0 Comments

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A Women's guide to Long Term Care LTC certainly is important since women face unique financial challenges as they age. When compared with men, women live longer, earn less, and spend fewer years in the workforce. Financial concerns are often more acute for older women...

31 Oct Saving For Retirement Through 403(b) Plans

Posted at 15:56h in 403(b), 501(c)(3), not-for-profit organizations by Jeff Carter 0 Comments

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For all employers, offering 403(b) retirement benefits can play a fundamental role in recruiting and retaining qualified employees. Yet, despite the obvious advantages that come with helping workers save for retirement, many not-for-profit organizations neglect to provide a retirement plan or do too little to...

24 Oct The Nuts & Bolts of Required Minimum Distributions Rules

Posted at 13:08h in IRA, Required Minimum Distributions by Jeff Carter 0 Comments

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Given the uncertain future of Social Security and the decline in popularity of traditional pensions, taking initiative to save for retirement is more important than ever. Individual Retirement Accounts (IRAs) and employer-sponsored qualified retirement plans provide valuable, tax-favored opportunities. However, along with the benefits come...

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...

21 Nov Inherited Retirement Plan Rollover Options

07 Nov A Woman’s Guide to LongTerm Care

31 Oct Saving For Retirement Through 403(b) Plans

24 Oct The Nuts & Bolts of Required Minimum Distributions Rules

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