Event: Longevity – Real Life Challenges During Retirement

You’re Invited to Join Us forLongevity: Real Life Challenges During Retirement Hosted By: Tuesday, April 30, 2019 at 6:30pm Seasons 52245 Summit Blvd.Birmingham, AL 35243 Great news! We’re living longer. This means you need to prepare for a longer life...

How to Manage Your Retirement Plan

Employer-sponsored retirement plans are more valuable than ever. The money in them accumulates tax deferred until it is withdrawn, typically in retirement. Distributions from a tax-deferred retirement plan such as a 401(k) are taxed as ordinary income and may be...

Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad options. Should you take the payout as systematic payments, a lifetime annuity, or a lump sum? Systematic...