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Savings
By Alex N.J. Choo
Sep 14, 2024
What Is a 1035 Annuity Exchange?
Learn about 1035 exchanges for annuities.
By PlanEasy Team
Jan 22, 2024
Peak 65 Silver Tsunami
2024 begins the biggest surge in retirement-age population in the nation's history known as "Peak 65" or "Silver Tsunami."
By PlanEasy Team
Jan 20, 2024
Rise of Auto-IRAs
Learn about the rise of Auto-IRAs, run by states to help solve the retirement crisis in America.
By PlanEasy Team
Jan 18, 2024
Demystifying the 4% Rule: A Guide to Secure Retirement Withdrawals
Simple rule of thumb: 4% withdrawal rate had a high probability of success in various market scenarios over a 30-year retirement.
By PlanEasy Team
Jan 16, 2024
16 Expensive Retiree States
Dreaming of a comfortable retirement? The cost may surprise you. Need at least $1mm to retire in 16 states.
By PlanEasy Team
Jan 14, 2024
Social Security Running Low
Social Security benefits could get cut to 77% in 10 years, unless lawmakers act. Read about Social Security's problems.
By PlanEasy Team
Jan 13, 2024
Boomers to Las Vegas
Las Vegas takes the crown as the hottest retirement destination in the U.S. for baby boomers. Where are they leaving?
By PlanEasy Team
Jan 9, 2024
Master Retirement w/ IRAs
Individual Retirement Accounts (IRAs) offer a powerful tool to secure your future. This guide explains the features of IRAs.
By PlanEasy Team
Jan 9, 2024
2024 No-Penalty Withdrawals
Thinking about tapping your retirement savings before 59½? Secure 2.0 Act created 20 early-withdrawal exemptions for 2024.
By PlanEasy Team
Jan 7, 2024
Relationship Between Interest Rates and Inflation
Learn about the relationship between interest rates and inflation. Inflation is neither "bad" nor "good.
By Alex N.J. Choo
Jan 5, 2024
Your PlanEasy Retirement Roadmap
A few basic tips for every major stage of your life...so that you can retire happily.
By PlanEasy Team
Jan 2, 2024
2023: Where Are We?
PlanEasy's "Big Picture" Dashboard shows current interest rates and more.
By PlanEasy Team
Aug 24, 2023
Top 6 Mistakes Retirees Makes With RMDs
Learn about common retirement planning mistakes made by people, including financial advisors.
By PlanEasy Team
Jul 19, 2023
What Are MYGA Annuities, and How Do They Work?
Learn about key features of multi-year guaranteed annuities (MYGAs).
By PlanEasy Team
Jan 26, 2023
What Can a Financial Advisor Help Me With?
What can a financial advisor help you with? They can provide a lot of value by helping your craft a plan to meet your financial & retirement goals.
By Alex N.J. Choo
Jan 26, 2023
Is your financial advisor legit?
Is your financial advisor legit? How can you verify the advisor's credentials? Here are a few steps to get you started.
By PlanEasy Team
Jan 26, 2023
Types of Financial Advisors
Confused by which kind of financial advisor you need? See a quick summary of some of the different types of financial advisors out there.
By PlanEasy Team
Jan 22, 2023
Investment outlook for 2023
Learn what major banks & investors think about the investment outlook for 2023.
By PlanEasy Team
Jan 20, 2023
2023: Stocks down again?
The stock market was down in 2022. Seven times the S&P 500 stock market index (including dividends) experienced consecutive annual declines.
By PlanEasy Team
Jan 16, 2023
Where are Americans Moving?
See which states saw the most Americans move and leave to another state from 2020 to 2022, including the pandemic.
By PlanEasy Team
Jan 16, 2023
Americans are moving
Taxes may have been a factor for many Americans who moved from their state during 2020 to 2022, including the pandemic.
By PlanEasy Team
Jan 16, 2023
5 areas of retirement planning
Learn about the five key areas of retirement & financial planning that top financial advisors are trained to speak with you about.
By PlanEasy Team
Jan 16, 2023
Five Key Areas of Retirement Planning
Learn about the five key areas of retirement & financial planning that top financial advisors are trained to speak with you about.
By PlanEasy Team
Jan 16, 2023
About Our Retirement Calculator
Learn how our retirement calculator works and understand key simplifying assumptions made.
By PlanEasy Team
Jan 16, 2023
About our retirement tool
Learn how our retirement calculator works and understand key simplifying assumptions made.
By PlanEasy Team
Jan 16, 2023
Fixed Annuities: Right for Whom?
Like all retirement savings vehicles (i.e., bank CDs, etc.), fixed annuities are suitable for some but not right for others.
By PlanEasy Team
Jan 16, 2023
Fixed Annuities: Pros & Cons
Learn about the pros & cons of fixed annuities.
By PlanEasy Team
Jan 16, 2023
Tax benefits of fixed annuities
Interest gained each year for a fixed annuity is NOT taxed until you withdraw the money, similar to IRAs and 401(k) plans.
By Alex N.J. Choo
Jan 16, 2023
What Is a Fixed Annuity?
Fixed annuities share similar features with bank CDs, as both are conservative ways to save money.