Retirement crisis, benefit pension plan

The Looming Retirement Crisis

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How are people doing overall in regard to planning for their retirement? What is replacing traditional Defined Benefit (Pension) Plans? What should workers/employees do?
Post-Divorce Financial Planning Cleveland, OH

Post-Divorce Financial Planning

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Why are beneficiary designations important? What happens in regard to beneficiary designations as a result of a divorce? What are the recent changes or updates to laws regarding these situations? Watch Szarka Financial’s Senior Financial…
Divorce affects retirement planning

How Divorce Can Impact Your Retirement Plans

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  Are there special rules with regard to retirement assets in divorce? What are some important things to keep in mind? What about IRA's? What other planning considerations are there in a divorce?

I Just Inherited an IRA; What Should I Do?

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        What should people do if they find out they inherited an IRA? What if you’re not the spouse of the IRA owner? What is a stretch IRA? So what are the most important points to remember? Watch Szarka Financial’s…

A Huge but Little Known Retirement Risk: Sequence of Returns

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  Are there any retirement risks that most investors don’t know about? Who should be worried about sequence of returns risk? What exactly does it mean? What can you do to reduce the potential harm of sequence of return risk? Watch…

It’s Critical to Understand RMDs

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        What exactly is an RMD? Why is it “critical” to understand RMDs? What details should everyone know about RMDs? How much does the RMD have to be? How do RMDs affect a married couple? Are there any planning…

Important Age Milestones in Retirement Planning

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      Does your age have any impact on what you can do with regard to retirement planning? What’s the next significant age milestone? What other important age milestones? Any other important birthdays to remember after…

Sweeping New Changes in How Financial Advice will be Delivered

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      What is the latest news in the financial world? What is the new rule? So what does that mean to the average consumer? How is this going to change the industry? Watch Szarka Financial’s Senior Financial Advisor Alex…

What to do With Your 401k When You Change Jobs

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       Is there anything people should know about their 401k that most people are unaware of? What are the other options? What are some factors to consider? What about tax considerations? Are there time limits to be aware…

Avoid Commonly Made Blunders with your 401k

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As we wrap up tax season, what is the most common tax saving tool people can use? What are the most common mistakes people make with their 401k? What are other typical mistakes? What else can 401ks be used for? Watch Szarka Financial’s Senior…