What Will Your Teacher's Pension be Worth When You Retire?

As a teacher, you’re in a position of having some of your retirement planning done for you. You’re most likely paying a percentage of your salary into your pension, and when you retire from teaching, that will be your income. The question most ...

A Teacher’s Guide to Planning for Retirement

Teachers are in a unique position when it comes to saving for retirement. Many public-school teachers automatically contribute toward a state teacher’s pension, and many assume that, because of this, retirement planning is essentially done for them. ...

Being SMART about Tax-Aware Retirement

Since you’re here, you’re ready to start having a conversation about being SMART with your money. At Safe Money Partners we want to make sure our clients are SMART about their retirement planning. Being 'SMART' means making certain our clients will ...

Setting Up For Tax-Aware Retirement Success

The government wants their "cut" and one way or another, Uncle Sam will get his money. When you take a disbursement from a traditional 401, IRA or qualified account Uncle Sam will be waiting with a purse in hand to collect the tax on your withdrawal.

What Tax Free Retirement Strategies are Available That You Can Use?

Everyone’s Situation Is Different What strategies are available that you can use? It depends on the overall situation, but working with a team of experts (Financial Planners, CPAs, Actuaries, Wealth Managers, and Estate Planning Attorneys) can help ...

Tax Aware Retirement Changes in 2025

Larger deductions WILL continue for most tax-paying Americans regardless of how many itemized deductions you may have until December 31, 2025. This is because of the standard deduction rate of $12,400 for individual filers in 2020, $24,800 for those ...

Getting Caught Sleeping on Your Retirement

Meet Chris and Amy. They are 42 years old, they have a house with a mortgage, 2 teenagers and together make $140,000/year at work. When their friends ask them how they save for retirement they excitedly respond ‘we participate in a 401K plan at work ...

7 Financial Goals Everyone Should Have

Just like any good goal setting, it helps to have short-, mid- and long term financial goals. This set of seven goals takes that into account, so you can realize financial success both quickly and on a sustained course.
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