Retirement Planning News

You’ve spent a lifetime working hard and earning the right to enjoy a fulfilling and secure retirement. At Elite Income Advisors, we’re here to help you turn that vision into reality.

No matter if you’re just beginning to consider your future or you’re ready to fine-tune your financial strategy, our Retirement Planning News and education hub is here to help you reach your most fulfilling version of retirement.

Your One-Stop Resource for Retirement Knowledge

Our center includes all the latest news and tips in the retirement planning industry. Here you’ll find:

Retirement Planning News: Stay informed with updates on policy changes, financial trends, and market insights that impact everyone.
Retirement Planning Blogs: Read expert-written articles covering essential topics such as investment strategies, healthcare planning, estate planning, and lifestyle tips for your golden years.
Retirement Planning Videos: Prefer to learn visually? Watch informative videos featuring our advisors breaking down complex topics in easy-to-understand formats.

Our content is designed to guide you every step of the way on your retirement journey with real-world examples and actionable checklists to keep your planning on track.

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Want to learn more about retirement planning? Fill out our Event Interest Form to join us for one of our Planning Your Retirement Workshops.

These sessions are designed to help you better understand your options and gain confidence in your retirement roadmap.

Explore our growing library of resources to stay ahead in your planning journey and ensure your retirement is everything you’ve dreamed it could be.

The 5 Deadly Retirement Risk

The leading cause of death in the United States today is heart disease. Cancer is a close second, followed by COVID-19, accidents, stroke, and chronic respiratory diseases. But what is the leading cause of death to retirement? Running out of money before running out of life. Protecting yourself against this common retirement risk requires looking […]

Uncertainty in Retirement

Plan Well Gain Peace of Mind

Retirement Planning Concerns that Matter

Retirement Preparedness, It’s a Thing

Identifying Retirement Misconceptions

Paper with 403(b) plan on a table - this is that

403(b) Retirement Plans: What They Are and How They Work

TL;DR: A 403(b) Retirement Plan is a tax-advantaged savings option designed for employees of public schools, nonprofits, and certain religious organizations. This blog explains how it

Image of an envelope with the text: 4% RULE (retirement) on a card inside.

7 Retirement Rules You Need to Know Before You Stop Working

TL;DR: These seven retirement rules outline the deadlines, penalties, and decisions you need to address before you stop working. Get them right and you protect your

Family in park at sunset conveys the concept of life insurance and financial health

Are Life Insurance Proceeds Taxable? Key Facts and IRS Guidelines

TL;DR: If you’re wondering “Are life insurance proceeds taxable?”, the answer is usually no. According to the IRS, most life insurance death benefits are not

A calculator on paperwork, spelling out ‘retirement’ across its face.

Simple Rule of Thumb for Retirement Savings

TL;DR: You’ll understand how to use the rule of thumb for retirement savings to set clear targets, adjust your savings rate, and stay on track for

A note that reads, 'Withdrawal Plan,' as the writer wonders about retirement account withdrawal rules.

Retirement Account Withdrawal Rules Explained Simply

TL;DR: You’ll understand retirement account withdrawal rules so you can avoid penalties, manage taxes, and make smarter decisions with your retirement income. Withdraw penalty-free from most

401(a) Retirement Plans Explained: Benefits and Key Rules

TL;DR: A 401(a) retirement plan is an employer-sponsored retirement savings vehicle commonly offered by government agencies, educational institutions, and nonprofit organizations. Unlike a 401(k), the employer

Qualified retirement plan, a calculator and glasses.

What Is a Qualified Retirement Plan? Types Explained

TL;DR: If you’ve ever asked what is a qualified retirement plan, this guide breaks down the essentials and helps you understand how these tax-advantaged accounts support

A happy retired couple sitting in a rowboat.

7 Best Retirement Plans to Build Long-Term Financial Security

TL;DR: Elite Income Advisors reviews seven top vehicles to help you save for retirement, highlighting tax perks, contribution ceilings, and ideal users. 401(k) & Roth 401(k):

The Only Retirement Planning Checklist You Need: Take These Key Steps to Prepare for Your Financial Future

TL;DR: This retirement planning checklist helps pre-retirees and retirees evaluate readiness, organize key financial decisions, and align income, investments, taxes, and healthcare planning before and

Senior couple embracing in retirement years living in MD

Does the State of Maryland Tax Retirement Income?: A Guide for Retirees

TL;DR: Does Maryland tax retirement income? The simple answer is yes. Maryland taxes many traditional retirement account withdrawals and pension income in addition to federal

YOUR JOURNEY TO THE GOLDEN YEARS STARTS NOW.

“MAKING THE RIGHT DECISIONS AT THE RIGHT TIME, SITTING DOWN AND PUTTING TOGETHER A PLAN, AND FIGURING OUT WHAT IS AVAILABLE TO PROVIDE A LIFETIME INCOME IN RETIREMENT ARE ALL THINGS WE CAN HELP WITH HERE AT EIA.”

“STOP THINKING ABOUT RETIREMENT AS, ‘I HAVE TO GET TO [A CERTAIN NUMBER] BEFORE I CAN RETIRE.’ FIGURE OUT WHAT LIFE NEEDS TO LOOK LIKE, AND LET’S BUILD A PLAN THAT ALLOWS YOU THE OPPORTUNITY TO LIVE THAT LIFESTYLE.”

“WE ARE ALL ABOUT INCOME. WE WANT TO MAKE SURE YOU HAVE ENOUGH INCOME COMING IN WHEN YOU RETIRE. AND WE ALSO WANT TO MAKE SURE WE CONSIDER INFLATION AND TAXES.”