Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the number one concern of retirees. You
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the maintenance or upkeep feels like a
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The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings. Each year, those that have reached
Do any of the following describe you?
- You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting old
When it comes to planning one’s retirement, everything is relative. To say someone is retiring “early,” requires some sort of explanation or baseline for what
No, this isn’t a political prediction on who’s going to win the White House and what they might say about your taxes. And no, I’m not claiming that there will