CIA Success Story: Couple Creates Income Streams Before Retirement

In today’s CIA Success Story, we share a story about a couple that was concerned they wouldn’t have enough money to live comfortably during retirement. After working their entire adult lives, and regularly receiving paychecks from their employers, there was a significant amount of anxiety surrounding the amount of money they would be receiving during […]

New Laws That Will Affect Social Security Benefits in 2016

Whether you are retiring now or 10 years from now, you need to be aware of these important changes to Social Security. As of November 2nd 2015, President Obama signed, and thereby enacted into law, the Bipartisan Budget Act of 2015. Subtitle C, Section 831 of this bill includes significant changes to social security benefits. […]

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.