by admin | Oct 13, 2021 | White Paper
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens you basically have two options: One, you can throw the pants in the wash and try to shrink them. Or two, you can just sit back knowing...
by admin | Oct 13, 2021 | White Paper
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So, if we’re in the 30% tax bracket and we put money into a tax...
by admin | Oct 13, 2021 | White Paper
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit of advice your parents probably used to tell you: live off your interest, don’t touch your...
by admin | Oct 13, 2021 | White Paper
Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to receive from each. Social Security benefits will, obviously, be one of those sources, but how much you can expect to receive depends on a variety...
by admin | Oct 13, 2021 | White Paper
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives and lifelong earnings, it won’t matter unless you properly coordinate your benefits with your overall...
