Posts with the category ‘Retirement’


Best Possible Retirement: 4 Things You Can Control

By Pam Krueger Retirement is supposed to be an exciting new chapter in our lives. We’d like to think we can live well within our means once we stop working. But when we hear that most Americans will never be able to retire, our alarm bells go off – even when the rational side of our brain tells us to stay calm, that things will work out. It doesn’t help to realize how much of the situation is completely out of… Read More


Frequently Asked Retirement Income Questions

Prepared by Financial Planning Association When should I begin thinking about tapping my retirement assets and how should I go about doing so? The answer to this question depends on when you expect to retire. Assuming you expect to retire between the ages of 62 and 67, you may want to begin the planning process in your mid- to late 50s. A series of meetings with a financial advisor may help you make important decisions such as how your portfolio… Read More


Tax Strategies for Retirees

Prepared by Financial Planning Association Nothing in life is certain except death and taxes. —Benjamin Franklin That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy, retirees may keep more of their hard-earned assets for themselves and their heirs. Here are a few suggestions for effective money management during your later years. Less Taxing Investments Municipal bonds, or “munis” have long been appreciated by retirees seeking a… Read More


Should You Have a Supplemental Retirement Plan?

By Rebecca Lake Executives and other key company employees who are hoping to expand their retirement assets beyond their 401(k) or IRA may find the answer in a supplemental retirement plan (SERP). This kind of non-qualified deferred compensation plan is designed to offer additional retirement benefits once you’ve reached the maximum contribution limits allowed by other qualified plans. Understanding their structure and function can help you decide whether a supplemental plan fits with your overall retirement strategy. Read more: Should… Read More


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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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