by oakcrestuser | Dec 9, 2022 | Investing, Personal Finance, Retirement Planning
Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan. Some people choose to...
by oakcrestuser | Dec 2, 2022 | Retirement Planning
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Keep in mind that...
by oakcrestuser | Nov 29, 2022 | Retirement Planning
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can feel daunting. When it comes to your health, Medicare may be...
by oakcrestuser | Nov 1, 2022 | Retirement Planning
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But...
by oakcrestuser | Sep 20, 2022 | Retirement Planning
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...
by oakcrestuser | Aug 26, 2022 | Retirement Planning
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains...
