Big State Financial Retirement Blog
October 2019
4 Things to Understand About Taxes in Retirement
4 Things to Understand About Taxes in Retirement There are probably a few surprises in store for you in retirement, but your tax burden shouldn’t be one of them. Even if you don’t receive a [...]
Will You Retire in an Uncertain World?
With a trade war heating up, talk of impeachment, and turmoil in the middle east, the markets have experienced ups and downs. There are many voices out there telling us different things. Some say to [...]
Reviewing Your Healthcare Needs in Retirement
Your healthcare needs can change in retirement, as can the way you pay for them. At 65, most Medicare beneficiaries must start navigating a new system. If you are or will be a Medicare beneficiary, [...]
Be Aware of 401(k) Fees
Do you know how much you’re paying in 401(k) fees? Or that you’re being charged fees at all? According to a TD Ameritrade Survey, 27% of participants didn’t know how much they were paying. And, [...]
September 2019
Age Can Have Its Benefits
We typically don’t think of the word “aging” as having a positive connotation. It may bring to mind graying hairs, aching backs, and slowing down. But these things don’t always have to be true, and [...]
Will Your Tax Burden Decrease in Retirement?
Most people don’t expect their taxes to disappear in retirement, but they may assume they’ll decrease substantially. However, this may not be the case. Between collecting Social Security, interest, dividends, and Required Minimum Distributions, your [...]