Category: Retirement
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5 Steps to Derail your Retirement
Many of us look forward to a retirement full of travel and relaxation. But having a successful retirement requires a lot of early planning. You can’t just expect for all…
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Moving to TradeStation from Ally Invest
We are excited to announce that we are now working with TradeStation. Going forward, it will be the primary supported brokerage firm for Lattco Pro and AutoPilot. Why TradeStation? Earlier…
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Guides to Opening Your TradeStation Account
To help your transition from Ally Invest to TradeStation be as seamless as possible, we have created two resources to walk you through the process of establishing your account. How…
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Using Covered Calls to Generate Retirement Income
Many retirees draw down their portfolios to finance their retirement, but generating income can help stretch your savings much longer. While dividend stocks and bonds are popular income investments, covered…
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Should Cryptocurrency Be Part of Your Retirement Plan?
Retirement investors often look for ways to generate income from their existing investments, especially during uncertain economic times. The recent volatility in the stock market spilled over to affect many…
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5 Sources of Retirement Income in 2022
Earning retirement income during uncertain economic times requires some creativity and optimism. With stock market volatility, a “set it and forget it” approach to retirement strategy likely won’t result in…
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5 Reasons to Work Another Year Before Retiring
There’s no shortage of advice about how to save enough to retire early, but in some cases, you may want to consider the opposite. By deciding to work another year,…
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How and When to File for Social Security
Most people look forward to retirement and plan on Social Security to cover at least some of their retirement expenses. Before you decide to join the nearly three-quarters of Americans…
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Should You Borrow from Your Retirement Plan?
Nearly 20% of 401(k) participants have an outstanding plan loan, according to the Employee Benefits Research Institute, despite the widespread advice to leave these funds untouched until retirement. While it’s certainly…
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72T Distributions: How to Take Early Withdrawals from your IRA
In this article, we examine 72T distributions. It’s no secret that Uncle Sam wants you to save for retirement. With IRAs, Roth IRAs, and 401(k)s, you can defer or avoid…