In a time when growing government debt is almost certainly paving the way for higher taxes, helping ensure the protection of your retirement savings is more important than ever. How you manage the potential taxation of your nest egg could define the reality of your retirement years.

Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retirement plans for essential income, preserving and optimizing these funds is important.

When we were growing up, we all knew about Santa’s Naughty or Nice list. Santa would write your name in his big book, deciding if you’ve been Naughty or Nice this year. And admit it. Your behavior improved as the calendar got closer to Christmas. So today, we’re going to have Josh and Alicia step into the boots of our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Let’s find out...

 Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year

It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’

Retire Colorado - 11/30/24 -Reasons to Fire Your Advisor by Layman-Lewis

Retire Colorado - 11/23/24 - Preserving and Optimizing Your 401k by Layman-Lewis

Our National Debt Keeps Climbing, So What Does That Mean For You? Are Higher Taxes On The Way?

Retire Colorado - 11/9/24 - Election Reaction by Layman-Lewis