Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
If you get your health insurance through the public marketplace and are nearing age 65, don’t forget about Medicare.
My daughter is on Medicaid. If I give her my home in my will, what will happen to her benefits?
For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.
Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.