Financial Education & Training to Improve Your Retirement
New Updates and Changes to the Required Minimum Distribution Rules Most owners of qualified retirement plans, such as an individual retirement account (IRA) or an employer-sponsored 401(k), are aware that, beginning at a certain point of the account holder’s life, they will need to begin taking a certain required minimum distribution (RMD) from the account, as necessitated by federal tax …
Our Director of Education, Shelley Seagler, participated in Ally Invest’s Digital Conference last month. Watch the video below to learn more about Shelley, Snider Advisors, and how we trade options to generate portfolio income. Watch Ally Invest’s Senior Options Analyst, Brian Overby, interview Shelley during Ally’s Digital Conference. The interview originally aired live on Ally’s YouTube channel on June 24, …
Learn why Social Security isn’t going away and how much you should budget for in your retirement.
Learn how to cut costs and improve cash flow in retirement.
It is with a heavy heart I write to you today. Sadly, Kim Snider, founder of Snider Advisors and creator of the Snider Investment Method, passed away on Sunday, July 5th due to complications caused by dementia. For the last 18 months, Kim was battling early onset vascular dementia. This is a devastating diagnosis for anyone. For Kim, a person …
Learn how to prepare for surprise retirement expenses using emergency savings accounts, insurance and other strategies.
Learn about the most common sources of retirement income and best practices for drawing on each of them.
Learn how to plan out your retirement cash flow requirements and generate a cash flow from your portfolio to meet those requirements.
Learn how a single year can make an enormous difference in your retirement cash flow—and why you should wait a year to retire!
Learn the warning signs that you may run out of money in retirement and how to right the path.
