Master Plan Your Retirement
  • Home
  • About
  • Workshops
  • Services
  • Resources
    • Books and Articles
    • Videos
    • Blog
      • March 2021 Newsletter
      • 3 Financial Developments to be Thankful for in 2020
      • October Recap: Markets Stumble but GDP Surges
      • The Problem With Robo-Advisors
      • COVID Economic Update: Fed Chairman Says Recovery Will Take Years
    • Podcast
  • Contact
  • Government Employees
  • Take Retirement Quiz
Select Page
How Will Your IRA Distributions Be Taxed?

How Will Your IRA Distributions Be Taxed?

by MasterPlan Your Retirement | Mar 8, 2018 | IRA Distributions

Since its inception in the 1970s, the IRA has become one of the most popular available retirement savings vehicles. Americans hold nearly $2.5 trillion in individual retirement accounts (IRAs). Those nearing retirement, between the ages of 60 and 64, have an average...
4 Surprising Costs in Retirement

4 Surprising Costs in Retirement

by MasterPlan Your Retirement | Feb 8, 2018 | Retirement Income

Have you prepared a projected budget for your retirement? If so, that’s a good first step toward planning your retirement income strategy. Your budget can help you determine how much income you may need and whether you’re on track to reach your goals. You can also use...
Beware of These Life Insurance Myths

Beware of These Life Insurance Myths

by MasterPlan Your Retirement | Sep 21, 2017 | Life Insurance

Not sure whether you have enough life insurance protection? According to a recent Bankrate Money Pulse survey, there’s a good chance your coverage amount could be insufficient. The survey found that nearly 40 percent of all American adults don’t have life insurance....
Could These Debts Impact Your Estate?

Could These Debts Impact Your Estate?

by MasterPlan Your Retirement | May 23, 2017 | Estate Planning

Do you have a goal to leave a sizable legacy to your children, grandchildren and other loved ones? Maybe you want to leave an inheritance that your grandchildren could use to pay for college. Or perhaps you want to leave a nest egg for your children to use to fund...
4 Surprising Costs in Retirement

Are You Sure Your Spending Will Go Down After You Retire?

by MasterPlan Your Retirement | Mar 10, 2017 | Financial Planning

​Planning on spending less in retirement? You’re not alone. Many people factor in a decrease in spending after they stop working. Even many financial professionals often factor in less spending when they help you with your retirement planning. But this assumption...

Recent Posts

  • March 2021 Newsletter
  • 3 Financial Developments to be Thankful for in 2020
  • October Recap: Markets Stumble but GDP Surges
  • The Problem With Robo-Advisors
  • COVID Economic Update: Fed Chairman Says Recovery Will Take Years
  • Has 2020 Volatility Thrown Your Allocation Out of Whack?
  • Fourth Quarter Preview: What to Expect for the End of 2020
  • September 2020 Newsletter
  • COVID Economic Update: Is a Second Stimulus on the Horizon?
  • Is a resurgence threatening our recovery?
Download Chapter 1 Now