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Level Up - Mark Tepper
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Retirement planning involves preparing your finances to enter into retirement. This often involves building a financial plan to analyze your income, investments, healthcare, Social Security and estate plan.
 

Navigating STRS Ohio: What Educators Should Know Before Retiring

If you’re an Ohio educator participating in the STRS Defined Contribution (DC) Plan, approaching retirement may feel very different ... Read More

 

Best Retirement Income Strategies to Consider Now: How Covered Ca...

As retirement approaches, many investors start to wonder how they will actually draw income from their savings. Should they rely ... Read More

 

How Withdrawals During Down Markets Can Derail Your Retirement Pl...

When people think about risk in retirement, they tend to focus on market volatility or inflation. But one of the ... Read More

 

Why Retirees Should Stop Fearing Roth Conversions in 2025

For years, Roth conversions have carried a bit of a stigma among retirees — “I don’t want a big tax ... Read More

 

The 4% Rule Is Broken: Why Retirement Income Needs a Rethink in 2...

For decades, financial planners and retirees alike have leaned on the “4% rule.” This is the idea that you can safely ... Read More

 

Solo 401(k)s Explained: A Guide for Self-Employed Business Owners

When you’re self-employed, planning for retirement can feel overwhelming. Without a company 401(k) to fall back on, it’s ... Read More

 

SIMPLE IRA for Small Business Owners: A Complete Guide

For small business owners, offering a retirement plan often feels like a tradeoff. On one hand, you want to give ... Read More

 

Net Unrealized Appreciation: An Overlooked Tax Strategy for Compa...

When it comes to retirement planning, most people think about 401(k)s, IRAs, and Social Security. But if you hold ... Read More