retirement Tag Archives | Phelps LaClair

best retirement communities in phoenix, 55 plus communities in phoenix

14 Jul Should I Retire in Phoenix, AZ?

Posted at 06:42h in Retirement Planning by Phelps LaClair

Wondering whether you should retire in Arizona? We’ll help you see how great it could be if you did! Retiring in the Phoenix area has fabulous benefits. Warm winters, sunshine year-round, and stunning natural views are just the tip of the iceberg. Arizona is a...

what makes up an estate, what is not considered part of an estate, what assets are included in your estate

24 Apr What Makes Up an Estate?

Posted at 14:17h in Estate Planning by Phelps LaClair

When people hear the word “estate,” they often imagine mansions, yachts, and massive investments. But the truth is, everyone has an estate. If you own anything at all—like a house or a savings account—you have an estate. So, what actually makes up an estate, and what...

how does moving after retirement affect my taxes, changing states after retirement, retirement income tax and moving

05 Aug Changing States After Retirement: How Moving Can Affect Your Taxes

Posted at 05:29h in Asset Protection, Retirement Planning, Taxes by Phelps LaClair

If you’re retired and thinking about moving to a different state, or planning to move after you retire, you may be wondering how it will affect your income. If so, you probably have a lot of questions—will my taxes change after moving to another state?...

how to save for retirement, is 40 too late to start saving for retirement, building wealth in your 40s

17 Apr How to Build Wealth and Save for Retirement in Your 40s

Posted at 14:40h in Retirement Planning by Phelps LaClair

Estate planning and retirement planning go hand in hand. Just like it's never too early (or too late) to start saving for retirement, it's always good to begin the estate planning process sooner rather than later. The good news? Even if you’re just getting serious...

pros and cons of streamlining your assets before retirement

13 Feb Should I Streamline My Assets Before Retirement?

Posted at 10:45h in Retirement Planning by Phelps LaClair

Streamlining your assets before retirement can have benefits as well as drawbacks. Perhaps you want to make your finances less hands-on so you can focus on your hobbies, travel, or loved ones. Maybe you want to simplify your streams of income or maybe you’re starting to...

saving for retirement - human hand using calculator on a desk

13 Jan Are You Behind on Planning for Retirement? How to Get Back on Track

Posted at 11:17h in Estate Planning, Retirement Planning by Phelps LaClair

Another year is upon us, and every year the time seems to go by more quickly. If you’re at retirement age or nearing it, you may be starting to feel that your time for making preparations is running out. Maybe you haven’t been saving as...

Roth vs Traditional IRA: What's the Difference, roth ira and regular ira

19 Apr Roth vs Traditional IRA: What’s the Difference?

Posted at 07:28h in IRA, Retirement Planning by Phelps LaClair

It is never too early to start planning for your future retirement. To make sure you have enough funds to enjoy the later part of your life, the estate planning experts at Phelps LaClair suggest that our clients consider investment retirement accounts (IRAs). There are two...

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