Articles written by Bradley W. Swineheart - Benzinga

Using Retirement Funds For Home Repairs After A Disaster: What Retirees Should Know

Should Retirees Consider Shifting To Lower-Risk Investments?

With the current state of investing, inflation, and volatility, for those closer to retirement the question is - do I need to look for safer options?

401(k) Distributions And Rollover Tips For 2024

Knowing when to access your 401(k) can take significant time and effort. If you have been socking away funds in this popular tax-deferred vehicle (hopefully with employer-matched contributions), you have amassed an enticing amount for your retirement.

401(k)s & Taxes: What You Need To Know

The majority of us have been told saving for retirement starts with a 401(k). 401(k) is actually the section of the tax code that allows earners and employers to create an account that is not taxed at the time of earnings. The strategy is that money is taken directly from earnings, pre-tax, and put in an investment account in hopes of seeing growth through the working years.

Do I Have To Pay Taxes On My Retirement Income? The Answer May Surprise You.

As you get closer to retirement, one of the most common questions you may have is, "Do I have to pay taxes on my retirement income?"

There Are Flags Rising For Increased Legislative Risk For Retirees And Their Investments

As retirees and those entering retirement start to shift gears from earning to harvesting it can be an intricate field to navigate.

Election, Taxes And Your Retirement Income

As we enter into the circus and media storm of the 2024 election, retirees and those planning for retirement have a vested interest in understanding how potential changes in tax rates could affect their financial outlook.

Retiring Against The Headlines - Misleading Headlines Capture Attention But Often Fail To Provide Clear Understanding. Here Are Some Things You May Want To Know

As you look to transition from active investing and into harvesting retirement income, there are numerous changes in retirement planning that you should be aware of. The ever-changing landscape can be overwhelming, with headlines capturing attention but often failing to provide a clear understanding of what these changes truly mean for you.

Is Your Tax Bill Too High? Learn These Strategies To Achieve A Tax Efficient Estate And Retirement Plan.

There have been key changes to tax efficient estate and retirement planning. A team that focuses on retirement tax strategies, Chris Dixon Jr. and Samuel J. Dixon from Oxford Advisory Group shared with me some basics for those looking to avoid overpaying taxes in their retirement.