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Browsing Tag

Retirement planning

128 posts
  • Bitcoin IRA

The Bitcoin IRA Rules New Retirees Usually Miss

bitcoin ira retirement rules
Getting familiar with Bitcoin IRA rules is crucial for new retirees to avoid costly mistakes and ensure a secure retirement.
  • Lifevest Advisors Team
  • June 12, 2026
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  • Retirement Planning

Why Many Retirees Underestimate the Cost of Aging in Place

retirement aging cost underestimation
Discover why many retirees underestimate aging-in-place costs and how overlooking key expenses can impact their future security.
  • Lifevest Advisors Team
  • June 11, 2026
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  • Annuities

What Happens to Legacy Goals When You Annuitize Too Much

impact on legacy goals
Legacy goals may be compromised when you annuitize too much, but understanding the trade-offs can help you find the right balance for your future.
  • Lifevest Advisors Team
  • June 11, 2026
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  • Annuities

The Case for Using Multiple Smaller Annuities Instead of One Large Contract

multiple small annuities
Here’s a compelling case for using multiple smaller annuities instead of one large contract, offering greater control and flexibility—find out why.
  • Lifevest Advisors Team
  • June 10, 2026
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  • Annuities

How Required Minimum Distributions Interact With Annuities

rmds affect annuity payments
Navigating how RMDs affect annuities can impact your retirement planning, and understanding this interaction is essential for maximizing your benefits.
  • Lifevest Advisors Team
  • June 9, 2026
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  • Annuities

What Retirees Need to Know About Free-Look Periods

understanding insurance free look periods
A retiree’s guide to free-look periods reveals how understanding your rights can help you make confident insurance decisions—continue reading to learn more.
  • Lifevest Advisors Team
  • June 8, 2026
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  • Annuities

Can Annuities Help Cover Long-Term Care Risk Indirectly?

annuities and long term care
Fascinatingly, annuities can indirectly assist with long-term care costs—discover how they might fit into your retirement planning strategy.
  • Lifevest Advisors Team
  • June 7, 2026
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  • Annuities

How Annuities Can Complement Dividend Income

enhancing income with annuities
Just how can annuities and dividends work together to ensure your retirement income remains secure and growing? Continue reading to find out.
  • Lifevest Advisors Team
  • June 5, 2026
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  • Annuities

The Biggest Mistakes People Make With Deferred Income Annuities

common pitfalls with dias
One of the biggest mistakes you can make with deferred income annuities…
  • Lifevest Advisors Team
  • June 4, 2026
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  • Annuities

What Couples Need to Know Before Choosing Single-Life Income

couple s guide to retirement
Only understanding the full implications helps couples decide if single-life income truly aligns with their future plans and legacy goals.
  • Lifevest Advisors Team
  • June 3, 2026
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Employee handbook change digest for small employers
  • Legal operations

Employee handbook change digest for small employers

A new workflow for small employers to track and update employee handbooks is being…
  • Thorsten Meyer
  • June 16, 2026
comfort or gadget
  • Retirement Planning

When a Massage Chair Is Comfort and When It Is Just a Gadget

When a massage chair truly offers comfort, it combines personalized features and…
  • Lifevest Advisors Team
  • June 16, 2026
assess crypto security risks
  • Bitcoin IRA

How to Judge Security Before Moving Retirement Funds Into Crypto

Find out how to assess crypto platform security before relocating your retirement funds…
  • Lifevest Advisors Team
  • June 16, 2026
10 Best Investment Tracking Apps in 2026
  • Vetted

10 Best Investment Tracking Apps in 2026

Discover the top investment tracking apps for 2026. Find the best overall, value,…
  • Charles
  • June 16, 2026
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