Investment Planning: The Basics
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Why do so many people never obtain the financial independence that they desire? Often, […]
The Tax Benefits of Your Retirement Savings Plan
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Taxes can take a big bite out of your total investment returns, so it’s […]
Understanding IRAs
By Ashleigh, K-Staff Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. […]
Understanding Social Security
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Approximately 69 million people today receive some form of Social Security benefits, including retirement, […]
Rolling Over Funds From An Employer Retirement Savings Plan: What You Need To Know
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Why consider a rollover? When you roll over a distribution from a 401(k), 403(b), […]
529 Plans vs. Coverdell Education Savings Accounts
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn How do 529 plans and Coverdell education savings accounts compare when saving for education […]
Social Security: What Should You Do At Age 62?
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Is 62 your lucky number? If you’re eligible, that’s the earliest age you can […]
Social Security Retirement Benefit Basics
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Social Security benefits are a major source of retirement income for most people. Your Social Security […]
Estate Planning and Income Tax Basis
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Income tax basis can be an important factor in deciding whether to make gifts […]
Saving for College
By Kirtland Financial Services Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn There’s no denying the benefits of a college education: the ability to compete in […]
