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Retirement Planning Resources

As pioneers in the practice of stochastic modeling, TMG professionals have maintained their position on the cutting edge of retirement planning. Read the articles below written by members of our team, and feel free to peruse our other resource library topics listed from the following page.

Planning for your Future
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Glenn Kautt is quoted in an article by a long time financial columnist Stan Hinden, who writes about the importance of discussing your retirement plans with your financial advisor to ensure a “Happy Retirement.”

Battle of the Supermodels
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Which model should you follow to best plan your retirement: Paris Hilton or stochastic modeling?

Qualified Plans: The Basics
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This excerpt from IRS Publication 560 explains the various types of defined contribution and defined benefit plans, including the contribution limits for each.

SEP and SIMPLE IRAs
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If you are considering implementing one of these plans, there are some crucial differences to consider.

Traditional IRA vs. Roth IRA
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Compare these two vehicles and determine which one is best for you to open.

Should Retirement Really Be In Your Future?
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Consider these questions as you approach your golden years.

IRA Issues For The Over 70 Crowd
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Do you know the limitations that will be imposed upon your contributions and withdrawals to your traditional IRA once you turn age 70½?

What if You Inherit An IRA?
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Depending upon your relationship to the original IRA holder, you may have inherited some limitations as well.

Should You Convert Your IRA To A Roth?
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"I'm 45 and have about $360,000 in a tax-deferred IRA. How do I decide whether to keep it in the regular IRA or convert to a Roth?"

Spend Some Time With A "Supermodel"
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How a Monte Carlo simulation will help you retire.

Stochastic Modeling - The Basics
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When it comes to retirement, only stochastic modeling can provide a realistic analysis of your probability for long-term financial independence.

The Grapes of Roth - Will A Roth IRA Bear Fruit?
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Would you rather pay taxes on the seed or the harvest? Ask any farmer and he'll tell you that's a "no brainer."