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Retirement Living
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| Brought to you by H.I.B. Planning & Benefits |
August 2007 |
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The H.I.B. Planning & Benefits website is live! After the last month of technology and content upgrades our website is running smoothly. Please take a look at the new concept pieces in "The Archive" section. Check out the new "E-Seminar" section - watch a 5 minute presentation these specific topics such as: Retirement, Estate Conservation, Tax Strategies, Long Term Care and Financial Management.
Send us your suggestions what you would like to see on our website.
Check it out: www.HIBPLAN.com
Dates to Remember:
9/3: Labor Day
9/12: Rosh Hashanah begins
9/22: Yom Kippur begins
9/23: First Day of Fall
Don't wait until the last minute, review your retirement accounts now. Call our office for assistance. 732-780-2406
Best regards,
Dirk
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How Much Annual Income Can Your Retirement Portfolio Provide?
Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. Take out too much too soon, and you might run out of money in your later years. Take out too little, and you might not enjoy your retirement years as much as you could. |
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Beyond 401(k)s and IRAs
You're contributing as much as you're allowed to a 401(k) or other employer-sponsored retirement plan. You're also contributing the maximum annual amount to your Roth or traditional IRA. But you want to set aside still more money to make sure your retirement is everything you hope for. What options do you have? |
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Understanding the Alternative Minimum Tax (AMT)
If you aren't already familiar with the individual alternative minimum tax (AMT), there's a good chance that you soon will be. Because its key figures aren't indexed for inflation, the AMT reaches further into the ranks of middle-income Americans each year. |
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*Securities offered through Royal Alliance Associates, Inc. Member NASD/ SIPC *Advisory services offered through New Century Financial Group, LLC an SEC registered investment advisor. For information on how we can provide help for your personal insurance and financial needs call our office at 1-732-780-2406 or visit our website at www.HIBPLAN.com.
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