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10 Result(s) in the “Retirement Planning” Category


Jul. 23, 2021

Don’t Make This IRA Rollover Mistake

IRA rollovers are a popular retirement planning tool, but there are some rules to be aware of so that you…

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Jul. 16, 2021

How the Social Security Cost of Living Adjustment May Change for 2022

We’ve reached the halfway point of 2021, and if you’re anything like me, you’re already looking ahead and starting to…

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Jul. 7, 2021

Key Tax Planning Considerations for Retirees and Those Close to Retirement

Nationwide Retirement Institute recently partnered with The Harris Poll to determine how the COVID-19 pandemic may affect retirees and those…

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Jun. 11, 2021

Four Questions Couples That Want to Retire at the Same Time Should Answer First

For many couples approaching retirement, the idea of retiring at the same time may seem attractive. But beyond the attractive…

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Jun. 4, 2021

Men’s Health in Retirement

Since June is Men’s Health Awareness Month, it’s a good time to consider some ways to enjoy an active, healthy…

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May. 21, 2021

3 Tips for Retiring Abroad

Long-time readers of this blog already know that my parents recently fulfilled their lifelong dream of owning a beach house in…

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May. 14, 2021

What You Need to Know About the Secure Act 2.0

Back in 2019, the Congress passed Setting Every Community Up for Retirement Enhancement (or SECURE) Act. Some of the changes that went into…

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May. 7, 2021

4 Steps to Take to Avoid Paying the Required Minimum Distribution Penalty

If you’re retired and over age 72, you’re probably aware that you’re required to take a certain amount from tax-deferred…

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Apr. 30, 2021

Eight Things to Know About the Roth IRA

One of the most recent additions to the list of retirement investment options, the Roth IRA was established just over…

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Mar. 25, 2021

The Number One Reason People Take Early Distributions From Retirement Accounts

Although withdrawing money from retirement savings before reaching retirement age can result in some hefty tax implications, sometimes it’s necessary to…

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