Retirement Planning

Secure Act 2.0

The SECURE Act 2.0 – What Does It Mean for You?

By Samantha Masey | January 11, 2023

Written By: Harmony Wagner, CFP® Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 the last week of December, and with it came many changes for retirees and those saving for retirement. With over 4,000 pages, the bill is a significant one, addressing topics such as Required Minimum Distributions (RMDs), 401(k)…

retirement withdrawal strategy

Webinar: How To Plan Your Retirement Withdrawal Strategy

By Samantha Masey | September 21, 2022

You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…

Bouchey Financial Group

What Is The Difference Between Medicare and Medicaid?

By Samantha Masey | May 3, 2022

Written by: Jenny D. Foley, CPA As the baby boomer generation continues into retirement, a common financial planning question we hear is, what are the best options for medical insurance and long-term care needs for retirees?  This article will answer: What is the difference between Medicare and Medicaid? Who is eligible for Medicaid? How does…

Do I Need to Take a Required Minimum Distribution?

By Samantha Masey | March 29, 2022

Written by: Nicole Gobel, CPA In every industry there are acronyms. In the investment advisory and tax planning world, RMD or MRD is often used. Both stand for Required Minimum Distribution. This is the minimum amount one must take as a distribution from various retirement accounts each tax year and is specific to each individual…

Bouchey Financial Group

Webinar Recording: Financial Planning Tips for Working Professionals

By Samantha Masey | March 16, 2022

Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management

Bouchey Financial Group

A Young Professional’s Guide to Saving for Retirement

By Samantha Masey | February 8, 2022

Written by: Samantha Masey Many young professionals are not aware that saving for retirement now will have a huge impact on their financial picture in the long run. This article offers three practical steps to get their financial life on track. Three steps for savings towards retirement: Create a Budget Contribute to Employer Retirement Plans…

Bouchey Financial Group

Three Reasons to Consider a 401(k) Rollover

By Samantha Masey | February 1, 2022

Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make it easy to save directly from your paycheck and can help simplify the investment experience, especially for those in the early years of retirement saving or who have a relatively low account balance. However, there…