◀ The Principal Blog

Posts tagged ‘retirement’

27th anniversary

27 years. Time flies when you are having fun.



January marked 27 years for me at the Principal Financial Group®.  Not bad for a job I expected to keep for two years and then move somewhere warm.  Of course, 27 years ago it was Principal Mutual Life Insurance Company (the company didn’t demutualize until 2001). It has been quite a ride. …

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Transfer More of Your IRA Assets to Your heirs, Not Uncle Sam



After a long career and a lifetime of careful planning, you know you’ll be able to leave a financial legacy for your heirs. What you don’t know, however, is how to do that without handing over a sizeable chunk of your savings to Uncle Sam. One strategy that may help to preserve assets you hold…

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