Financial Literacy - The Liberty Portfolio

ira opening essentials for beginners

IRA Investing

What Every Beginner Needs to Know About Opening an IRA

Investing in an IRA is a smart move for your retirement, but understanding the key steps and options is essential to start strong.

Nancy
August 23, 2025

optimize rmd tax strategies

Retirement Planning

Managing RMDs to Minimize Taxes

Theodore explores strategies to manage RMDs and reduce taxes effectively, helping you…

The Liberty Portfolio Team
December 18, 2025

small business retirement strategies

Retirement Planning

Retirement Planning for Small Business Owners

Keeping small business owners informed about affordable retirement options is crucial…

The Liberty Portfolio Team
December 18, 2025

maximize late career savings

Retirement Planning

Effective Use of Catch‑Up Contributions in Your 50s and 60s

Maximize your retirement savings in your 50s and 60s with strategic catch-up…

The Liberty Portfolio Team
December 17, 2025

retirement timing affects savings

Retirement Planning

Early Retirement: Assessing the Impact on Your Nest Egg

Theoretically, early retirement can diminish your savings growth and security, making…

The Liberty Portfolio Team
December 17, 2025