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Retirement Planning

Life Expectancy

Life expectancy refers to the estimated duration of an individual's life. Interestingly, a person can have multiple life expectancies depending on various factors. For instance, the Internal Revenue Service (IRS) has a life expectancy calculation based on a person's current age. However, a doctor's estimation may differ due to factors such as overall health, smoking habits, stress levels, and genetic predispositions.

Tax-Deferred

Tax deferral refers to the delay of taxes and often the initial investment, until the funds are disbursed. This strategy is commonly used in retirement planning, allowing in...

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Vested

It means that after a certain period of time, you will have full rights to those contributions and any earnings they have accrued. Understanding the concept of vesting is c...

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Roth IRA

The Roth IRA, a popular type of individual retirement account, was created through the Taxpayer Relief Act of 1997. Unlike traditional IRAs, contributions to a Roth IRA are ...

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Contingent Beneficiary Definition

A contingent beneficiary is someone who is next in line to receive assets such as a life insurance policy, retirement plan, or annuity. While spouses are typically designate...

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