Aegis Asset Protection & Investments

Deepest appreciation for our great Veterans!

https://www.usatoday.com/story/money/personalfinance/2020/04/05/coronavirus-retirement-savings-withdrawals-change-under-cares-act-rmd-401-k/2946883001/

Coronavirus prompts government to loosen rules on tapping retirement savings The CARES Act has loosened up the rules for tapping retirement savings like 401(k)s or IRAs. Here's what's changed and what you need to consider.

Scared of the stock market being so high and all of the turmoil in the markets these days? Please give us a call to help. We can protect your money and provide you an income stream for life.

Wishing everyone a safe and happy 4th of July!

The Five Pillars Of A Sound Self-Directed Investment Plan

The Five Pillars Of A Sound Self-Directed Investment Plan Planning for retirement can be difficult, but thankfully, there are options.

How to Know You're in the Retirement 'Red Zone'

How to Know You're in the Retirement 'Red Zone' You're counting down to retirement and you feel like you've got to be almost there, but unless you've accounted for these factors, you may not be as close as you think.

Do you have to file for Social Security at full retirement age?

Do you have to file for Social Security at full retirement age? Many people don't even know their full retirement age for Social Security purposes. Here's what that number means and what the rules around it entail.

Don't Make This Retirement Mistake: Planning Just For the Vacation Part of Retirement

Don't Make This Retirement Mistake: Planning Just For the Vacation Part of Retirement Here’s a list of decisions you’ll need to make to live long and live well retirement. Spend the time it takes to do the job right -- It's not a good idea to wing it!

The First Issue In Retirement Planning

The First Issue In Retirement Planning Most people want to know when they can retire, but they approach the issue from the wrong direction.

Americans are saving more for retirement, but it may not be enough

Americans are saving more for retirement, but it may not be enough Average 401(k) employee contributions are rising, but don’t make even half of the maximum limit.

Your House Should Not Be Your Retirement Plan

Your House Should Not Be Your Retirement Plan For many Americans, their nest egg is their house. But real estate isn’t a great investment if you’re saving for retirement. Neither are annuities or reverse mortgages.