Friday, October 29, 2021

How Much Life Insurance Do I Really Need?

Life insurance is important – and worth having before you really need it. If you’re nodding in agreement but also wondering How much life insurance do I need? you’re not alone!  Even though we can’t predict when our time is up, we can control how much of a life insurance payout our loved ones will get when we die. What better…

source https://soutas.com/how-much-life-insurance-do-i-really-need/?utm_source=rss&utm_medium=rss&utm_campaign=how-much-life-insurance-do-i-really-need

Thursday, October 21, 2021

How Can I Maximize Next Year’s Tax Return?

Although the legislative landscape changed rapidly during the COVID-19 pandemic, when it comes to tax planning, many individuals are now looking at how potential changes may impact their 2022 tax return. While we don’t yet know what actions Congress will take this year, there are tax planning strategies that individuals can leverage now to help…

source https://soutas.com/how-can-i-maximize-next-years-tax-return/?utm_source=rss&utm_medium=rss&utm_campaign=how-can-i-maximize-next-years-tax-return

Thursday, October 14, 2021

Should I Move After Retirement?

Some people stay in place when they retire, while others buy a second home or relocate entirely. If you’re thinking of buying a new home, should you plan the purchase before you stop working, or is it possible to get to a mortgage after you’re retired? Plenty of retirees can qualify for a mortgage while…

source https://soutas.com/should-i-move-after-retirement/?utm_source=rss&utm_medium=rss&utm_campaign=should-i-move-after-retirement

Thursday, October 7, 2021

What Are the Advantages of a Roth IRA Versus a Traditional IRA?

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits for IRAs are relatively low ($6,000; $7,000 for 50-plus), but the Roth is a good complement for investors who also contribute to an employer-based retirement…

source https://soutas.com/what-are-the-advantages-of-a-roth-ira-versus-a-traditional-ira/?utm_source=rss&utm_medium=rss&utm_campaign=what-are-the-advantages-of-a-roth-ira-versus-a-traditional-ira

Top Retirement Strategies for July 2025

The earlier you begin saving, the more beneficial it will be. Fortunately, regardless of whether you are employed by a large company, your r...