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The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

Can I take money from my IRA or 401k early?

Can I take money from my IRA or 401k early?

Most Americans have retirement savings in an IRA or 401k account.  This money is meant to create an income for you in retirement. Before reaching retirement, unforeseen circumstances can arise, and if money is needed, many people look to these accounts.  If you are...

What is my risk tolerance in retirement?

What is my risk tolerance in retirement?

Risk and reward go hand in hand. Many people focus on the reward that can come from investing and lose focus when it comes to the chance of loss. All investments involve some degree of risk. It is important to understand the level of risk you are willing to take on,...

Do I pay tax on my Social Security?

Do I pay tax on my Social Security?

When it comes to income tax, a lot changes when you retire. Your money is not coming from a paycheck anymore. Social Security is the baseline of many retirees' income. It is important to know how this benefit will be taxed in order to accurately plan for your...

Living Benefits of Life Insurance

Living Benefits of Life Insurance

Life insurance has been around for centuries and most people understand the financial protection it can provide to your loved ones when you pass. More recently, life insurance companies have been adding benefits that can be used during the insured’s lifetime. We want...

IRA Lesson: RMDs, the Secure Act, and Tax-Free Money

IRA Lesson: RMDs, the Secure Act, and Tax-Free Money

Most Americans have money set aside for retirement in a 401(k) or IRA. If your money is in a qualified account, you are subject to RMDs, or required minimum distributions. The recent passing of the Secure Act has caused the rules around RMDs to change. Whether you...

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