by MRA Advisory Team | Jan 8, 2024 | Retirement, Retirement Planning, Women's Retirement
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year. As... 
by MRA Advisory Team | Aug 24, 2023 | Portfolio, Retirement, Retirement Planning, Women's Retirement
Your retirement lifestyle will depend not only on your assets and investment choices but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as... 
by MRA Advisory Team | Aug 15, 2023 | Retirement, Retirement Planning, Women's Retirement
In today’s corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By... 
by MRA Advisory Team | Dec 8, 2022 | Portfolio, Retirement, Retirement Planning, Social Security Benefits, Women's Retirement
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses but also what sources of retirement income you’ll have and how long you’ll need your... 
by MRA Advisory Team | Oct 26, 2022 | 401(k), Estate Planning, Financial Planning, Investment Planning, IRA, Portfolio, Retirement, Socially Responsible Investing, Women's Retirement
One of the best things you can do for yourself and your family is to be prepared to manage your finances responsibly. Knowing the basics behind a well-thought-out investment strategy can help you protect yourself from fraud and/or communicate effectively with a...