Patrick Peason

July 17, 2018

IRA Conversions

The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 […]
July 17, 2018

Retirement Basics

Planning for The “Golden Years” There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, […]
July 17, 2018

Bridging The Income Gap

Social Security was never designed to be an individual’s sole source of retirement income. Instead, it was meant to bridge the gap between people’s income from […]
July 17, 2018

Retirement Expenses

How Living Expenses Change During Retirement There are some upsides to being a retiree – senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks […]