Approaching Retirement, Should You Use 401K/IRA Funds or Take Social Security? Many baby boomers face the same dilemma as they approach retirement:  during that “bridge” period between the time they retire and the time they reach full retirement age (at 66) or maximum retirement age (at 70), should they use the funds from their retirement account.. read more →

2015 IRA Deadlines Are Approaching Here is what you need to know.  Provided by John Boyer   Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s). *April.. read more →