Sentences with phrase «reasons near retirement»

Honestly though, I haven't heard a reason to care much other than for tax reasons near retirement — to me, capital gains and dividends are mostly equivalent.

Not exact matches

For that reason, leveraged investing tends to be more appropriate for younger people as opposed to those nearing retirement.

For baby boomers who are nearing retirement, saving more and adjusting their asset mix has less impact for the simple reason that they have less time for those changes to impact accumulated wealth — though it may still help.

For this reason, I tend to keep my investment funds in retirement accounts set at near 100 % equities.

And you referenced a trend that we saw as well and is one of the reasons why we started our company, and that's a lot of the folks involved in financial services are near retirement age.

Annuities can be an enticing option as Americans near retirement, but there are several reasons to be wary of them.

Moving to a new city to be near family, especially grandchildren, is one of the most common reasons for retirement relocation.

One reason for this is that their parents are nearing retirement and are more than willing to assist in financing their first home.

«Of course, moving for nonfinancial reasons such as to be near grandchildren or because you like golf or beaches or mountains can give you great pleasure in retirement.