Do you see retirement as having more time to relax or as an opportunity to try new things? These resources can help you explore some of the most important considerations in retirement, from managing your money to maintaining your health and well-being.

Retirement Distribution

Three Ways to Minimize Your RMD Taxes

If you’re over the age of 70 or approaching your 70th birthday soon, you’re likely aware of the “birthday gift” you’ll receive from the IRS – your required minimum distribution (RMD). In most cases, once you turn 70 ½, you…


Turning 70½ in ’17?

Understanding RMD Rules May Be the Best Present You Give Yourself This Year If you or someone you know is turning 70½ in 2017, get ready to start taking money out of IRAs and qualified retirement plan accounts. In fact,…


Social Security Optimization

Six Key Considerations for Claiming Social Security

When it comes to claiming your Social Security benefits, there’s no “one size fits all” approach. But the strategy you use can have a major impact on how much money you could get. Before you make any decisions about when…


Can You Get a Social Security Do-Over?

Life is full of regrettable decisions. Whether it’s that unfortunate haircut from the 1970s or the ugly matching sweaters you wore in the family photo decades ago, there are choices you wish you could do over. While getting a do-over…


Being in Retirement

Managing Taxes in Retirement

People have to make a lot of assumptions when planning for retirement, especially when it comes to estimating taxes. But a simplistic assumption that you’ll be in a lower tax bracket when you retire can lead to problems. What you…


Will Social Security Be there when I Retire?

Bankrupt. Insolvent. In trouble. Fair or not, these are just a few words some people use to describe Social Security. Making dramatic statements about the uncertainty of Social Security’s future, whether they’re accurate, always gets attention. This is because the…

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