by Scott Hall | Jan 3, 2024 | Retirement Planning
As you consider re-entering the workforce post-retirement, strategic planning is paramount to preserve the benefits you’ve learned about in the CalPERS system. Aligning your new career with your long-term retirement goals—financial stability, personal...
by Scott Hall | Jan 1, 2024 | Retirement Planning
Embarking on the journey toward a financially secure retirement is a critical task, and it’s essential to understand all the tools at your disposal. Catch-up contributions to 401(k) plans are a powerful mechanism designed specifically for those approaching...
by Scott Hall | Dec 31, 2023 | Retirement Planning
As you navigate the intersection of work and retirement, understanding the tax implications of post-retirement employment is paramount. Supplementing your income through work can lead to a complex tax situation, especially when it intertwines with Social Security...
by Scott Hall | Dec 29, 2023 | Retirement Planning
After considering the alternatives to reverse mortgages, such as home equity loans, downsizing, annuities, and supplemental income through part-time work or a side business, you might still find yourself contemplating whether a reverse mortgage is the right fit for...
by Scott Hall | Dec 27, 2023 | Retirement Planning
With eligibility for catch-up contributions established, it’s important to know the retirement accounts that support this advantageous option. Catch-up contributions cater to those aged 50 or older, providing an avenue to boost retirement savings as one...
