When reaching retirement age, some people feel the impulse to sell everything and move to a warmer climate. Not to be a killjoy regarding any retirement dreams, but there are some things to consider when deciding to pack up and move to sunnier shores. Here’s a look at some of the top financial and tax considerations individuals and families should consider before moving to their dream house in retirement. If you are unable to follow the link, please click here for a PDF Version.

Second marriages are financially complicated. From inheriting a new set of kids to understanding what assets a spouse is bringing to the table, prior to walking down the aisle, partners should discuss a range of uncomfortable financial issues that could potentially ruin a relationship down the road if not addressed immediately. If you are unable to follow the link, please click here for a PDF Version.

Small employers hoping to set up a new SIMPLE IRA, SIMPLE 401(k) or a safe harbor 401(k) have until Oct. 1 to do so. SEP IRAs must be set up by Oct. 15 — if that’s when the taxpayer is filing his return. Solo 401(k) plans need to be set up by Dec. 31. If you are unable to follow the link, please click here for a PDF Version.

If you don’t have a retirement savings plan at work because you are self-employed or work at a small operation that doesn’t offer one, now’s a good time to set up your own tax-advantaged plan. There are a number of choices, including traditional IRAs and Roth IRAs, Simplified Employee Pensions, or SEPs, and Solo 401(k)s to name a few. If you are unable to follow the link, please click here for a PDF Version.

The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later got engaged, he was concerned about keeping this increasingly valuable asset in the event of a divorce. If you are unable to follow the link please click here for a PDF Version.