by Guest | Dec 1, 2022 | Retirement
Required Minimum Distributions (RMDs) can get complicated, especially when there is Roth money in your retirement plan. Although Roth IRAs do not have RMDs (one of the many reasons to love Roth IRAs), other types of Roth retirement plans do require RMDs. Learn more...
by Guest | Nov 14, 2022 | Aging, Retirement
The Social Security Administration (SSA) announced an 8.7 percent cost-of-living adjustment (COLA) for 2023, the largest inflation-fueled increase in benefits in more than 40 years. Starting in January, the average monthly Social Security retirement benefit will rise...
by Guest | Jun 25, 2021 | Retirement
KEY TAKEAWAYS The year 2020 saw stark differences in returns between fixed income categories—some of the largest in history. This unprecedented return dispersion is a reminder that fixed income asset classes can behave very differently, so allocations should be...
by Guest | Feb 19, 2021 | Retirement
Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg. In fact, retirement should be thought of as a major life transition that deserves thought and preparation...
by Guest | Jan 15, 2021 | Retirement
Over the past several years, many Americans have begun to question their ability to prepare for a financially secure retirement. This awareness now begs the question, how will pre-retirees adjust their retirement expectations to match their economic realities? The...
by Guest | Jan 1, 2021 | Retirement
By Jeffrey Levine, CPA/PFS, CFP®️, AIF®️, CWS®️ For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as long as they do. For...
