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 70 ½ in ’17?

Understanding RMD Rules May Be the Best Present You Give Yourself This Year If you or someone you know is turning 70 ½ in 2017, get ready to start taking money out of IRAs and qualified retirement plan accounts. In…


Social Security Optimization

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…


What Happens with Social Security When I Pass Away?

When you think of Social Security, you probably think of how it can help you through retirement. But Social Security provides benefits that can be useful for more than retirement. In fact, they can also provide much-needed income for family…


Being in Retirement

Don’t let debt derail your retirement

Good debt. Bad debt. Low-interest-rate debt versus high-interest-rate debt. Any way you look at it, the general consensus is that the less debt you have, the better – especially heading into retirement. If you’re one of the 44% of U.S….


Four Key Building Blocks to Creating Income in Retirement

Retirement brings many changes and quite a few of them are positive: more time to spend with friends and family, the opportunity to enjoy new hobbies and even the chance to travel. Some things, however, carry into retirement, and one…