Required minimum distribution rules have changed for 2020. Before you take your RMD, read this.
Retirement Planning
Social Security Announces 1.3% Benefit Increase in 2021
Social Security benefits are increasing in 2021. Here’s what you need to know.
August 31 Deadline to Roll Back Required Minimum Distributions Fast Approaching
Did you take an RMD before the CARES Act passed and changed the requirement? There’s still time to roll back your withdrawal.
Seniors Turn to Education for Retirement Activity
The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today’s retirees are showing up on college campuses, or at least they were until the pandemic set in. Still, seniors are turning to education as one of their primary interests in retirement, and there are lots of opportunities to consider in both the real and virtual worlds.
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you’ve always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.
10 Common Money Mistakes People Make in Their 50s
You’re getting closer to retirement, and it’s time to put a plan in place. Here are some questions to consider and mistakes to avoid.
Qualified Charitable Distributions After the CARES Act
For individuals who would like to donate some of their IRA to charity, making a Qualified Charitable Distribution could be a good strategy.
The Advantage to Delaying Retirement
“When should I retire?” is a question asked by millions of people every year. There is no one-size-fits-all answer, but here are some things to think about as you ponder your own retirement.
How the CARES Act Impacts Required Minimum Distributions
Learn about a significant change that will benefit retirees required to take RMDs in 2020.
The CARES Act and You
The CARES Act is an economic stimulus package designed to help small businesses and individuals during the Coronavirus pandemic. Here are the main points that impact individuals.
Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change
The SECURE Act likely impacts everyone’s retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.