Big State Financial Retirement Blog
April 2019
Do You Need to File a Tax Extension?
Doing your taxes might be complicated, but thankfully filing for an extension can help give you some more time to prepare. There are many decisions to be made when preparing your taxes, such as whether [...]
Saving for Retirement While Reducing Your Taxes
This tax season will be the first time Americans are filing under the new tax code, adding complexity, and possibly stress, to the already complex and stressful filing process. But, like with most things in [...]
March 2019
If You Have an IRA Don’t Forget About This Important Deadline
Most people know that April 15th is Tax Day, but they may not know that it is also the deadline to contribute to an IRA. Even if you file for a tax extension, you must [...]
Don’t Let Market Volatility Ruin Your Retirement
Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it 30 years ago. Older workers and retirees understand that they have less time to make up for losses in [...]
The Rising Cost of Healthcare in Retirement
We know life is like a box of chocolates – but what about retirement? Do you really know what it holds, or how much it will cost? It’s easy to budget based on your current [...]
Have a Retirement Account? Be Prepared for Your RMDs!
If you’ve contributed to a 401(k) or IRA, you should prepare a strategy for your RMDs (Required Minimum Distributions). After many years of enjoying tax free growth, your retirement savings from non-Roth (i.e. traditional) accounts [...]