Retirement Planner

You only get one chance to get your retirement right. Follow the strategies in these guides for help avoiding common mistakes.

Latest Blog Posts

Executive's Guide to Retirement photo concept with confident businessman crossing his arms while standing in front of an office entrance.

An executive's Guide to Retirement

March 16, 2023

WHAT YOU NEED TO KNOW Stepping away from the business you played such a prominent role in can be complicated and the succession process requires careful planni...

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Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

Roth IRAs vs. Roth 401(k)s

June 17, 2023

Is it better to contribute to a Roth or traditional retirement account? With traditional retirement accounts, the contributions (i.e., the seeds) are tax deduc...

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Roth 401(k) and 403(b) Plans concept with businessman holding tablet with financial graphs rising above it.

Roth 401(k) and 403(b) Plans for Employers

April 5, 2023

Like their counterparts—traditional pretax 401(k) and 403(b) plans—they are established by an employer and allow eligible employees to save for retirement. ...

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Avoiding Common 401(k) Mistakes photo concept of man with face in his hand while sitting at desk.

Avoiding Common 401(k) Mistakes

March 16, 2023

Here are 5 Common 401(k) Mistakes Below are five common 401(k) mistakes every retirement investor should avoid, along with suggestions for course correction. ...

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Should You Rollover and Consolidate Retirement Accounts? Image of professionals using tablet for analysis.

Should You Consolidate Retirement Accounts?

February 1, 2023

If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). When you leave...

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Employer Sponsored Plans with metal plaque with hands shaking.

Employer Sponsored Retirement Plans

March 4, 2020

Today, there are basically two types of categories for employer sponsored retirement plans. The first is a defined benefit that offers a specified payment at re...

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The SIMPLE IRA: Is This the Best Retirement Plan for Your Business?

About the SIMPLE IRA Plan for Your Business

February 8, 2021

As an employer with 100 or fewer employees, you have the ability to establish a simple and cost-effective retirement plan for you and your staff. There are a fe...

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Year-End Financial Planning Checklist with hand and pen.

Financial Planning Year-End Checklist

October 1, 2023

As 2023 winds down, your focus may begin turning to holiday planning, family gatherings, and delicious food. You might even entertain the idea of getting your t...

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Retirement Readiness Guide with elderly couple having breakfast and coffee at a cafe table.

6 Vital Parts to Retirement Readiness

May 1, 2021

Many people share the same concerns about their retirement readiness: Will I run out of money? Should I sell my house or downsize? Can I afford to keep my lifes...

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*Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

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