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retirement planning in 50s

Retirement Planning in Your 50s: A Crucial Guide for Millennials in Middle Tennessee

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.

1099-R

What is a 1099-R?

Navigating the path to a comfortable retirement is much like steering through the bustling streets of a foreign city; you need clarity and guidance to reach your destination successfully.

Strategies-maximize-your-ira-contributions

What is an RMD? Understanding Your Retirement Obligations

Retirement is a significant life milestone, but it comes with its own set of rules and regulations, especially concerning your retirement savings. One critical question that often arises is, at what age am I required to take the required minimum distributions, also known as an RMD?

401k rollover options

401(k) Rollover Options: How to Roll Over Your 401(k) to an IRA

When first considering your investment options, many people decide to utilize a 401(k) for their retirement plans. This is often due to an appealing employer's plan for company matching. Unfortunately, if you leave the company where your 401(k) resides for any reason other than retirement, you'll need to take action regarding 401(k) rollover.

Retirement Planning in Franklin TN

Why Starting Early Is the Key to Successful Retirement Planning

The most effective ingredient in long-term retirement planning is simply getting started. Each year you delay is a year of potential growth lost. Whether you're just beginning

SEP-IRA

What is a SEP IRA?

SEP IRA is a valuable tool for retirement planning and wealth creation over ones lifetime.

how-much-money-do-i-need-to-retire

How Much Money Do I Need to Retire?

From understanding what a fiduciary advisor is to knowing the advantages of a Roth IRA or a 401k, every step is crucial on the path to a comfortable retirement.

401k-rollover

401(k) Rollover Options When Changing Jobs

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.

401k-rollover

401(k) Rollover Options When Changing Jobs

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.

health-savings-account

What is a health savings account?

Health savings accounts can be an effective tool for building wealth and providing security for later in life. For many however, health savings accounts can be complex and difficult to understand.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064

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