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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life Insurance
    • Medicare
    • Business
    • Identity Theft
    • Login to Your Account
  • Financial Services
  • Estate Planning
  • Disability Rep
  • Blog
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  • Quote
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IRA

Home / Financial Planning /
 What Happens to Your 401(k) if You Lose Your Job?
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By Bruce Porter
In Financial Planning, IRA, Retirement
Posted January 5, 2023

What Happens to Your 401(k) if You Lose Your Job?

When you lose or change jobs, there are a few different strategies you can take. At The Resource Center, our goal is to optimize tax efficiency and identify each client’s financial goals. In this [...]

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 Year-End Tax Planning Strategies for Your Retirement Accounts
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By Bruce Porter
In IRA, Retirement
Posted December 10, 2021

Year-End Tax Planning Strategies for Your Retirement Accounts

Between shopping for gifts and making New Year’s resolutions, the end of the year can be an exciting time for all of us. Did you know it’s also a great time to review your retirement accounts for [...]

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 Complementary Booklet: Protect Your Retirement Savings During a Recession 2020
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By Bruce Porter
In Retirement, Financial Planning, IRA
Posted June 10, 2020

Complementary Booklet: Protect Your Retirement Savings During a Recession 2020

The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]

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By Bruce Porter
In IRA
Posted April 5, 2018

Will I Be Taxed On An Inherited IRA?

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By Bruce Porter
In IRA
Posted April 3, 2018

Roth vs. Traditional IRA

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