Please wait
Illuminated Advisors

Illuminated Advisors

clientsource

retirement planning

Decoding IRA and 401(k) Rollovers: A Smooth Transition to Retirement

How to Maximize Retirement Accounts from Former Employers The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers during their careers, resulting in the retention of 401(k) accounts from previous jobs. However, these dormant accounts – sometimes referred to as “orphan 401ks” remain stagnant, unable …

Decoding IRA and 401(k) Rollovers: A Smooth Transition to Retirement Read More »

Understanding Retirement Planning Changes in the SECURE Act 2.0

Understanding Retirement Planning Changes in the SECURE Act 2.0

Learn About Important and Far-Reaching Provisions that Could Impact Your Financial Future   On December 29, 2022, President Biden signed a bipartisan budget bill that included many retirement savings changes, referred to collectively as the SECURE Act 2.0. It reshaped retirement tax incentives and existing retirement account rules in ways that are likely to have …

Understanding Retirement Planning Changes in the SECURE Act 2.0 Read More »

Plan Ahead to Meet Rising Retirement Healthcare Costs

Plan Ahead to Meet Rising Retirement Healthcare Costs

Protect Your Financial Future by Taking Action Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous …

Plan Ahead to Meet Rising Retirement Healthcare Costs Read More »

Does Your Retirement Savings Plan Earn a Passing Grade?

It’s Back to School Time: Does Your Retirement Savings Plan Earn a Passing Grade?

Here’s How to Give Your Financial Education a Boost They don’t often teach how to create a retirement savings plan in school, but it’s time to put your thinking cap on and ask yourself a question: what grade would your retirement savings plan earn if it was put to the test today? It’s tough to …

It’s Back to School Time: Does Your Retirement Savings Plan Earn a Passing Grade? Read More »

Strategies for Building Wealth in Your 50s

Strategies for Building Wealth in Your 50s

While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in your 50s. In this decade of life, there are still smart moves you can make to help strengthen and grow your finances.