Money Moves You Must Make in the First Year of Retirement
In this episode, Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and creating a reliable retirement paycheck.
In this episode, Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and creating a reliable retirement paycheck.
Jamie Hopkins, Director of Retirement Research with our partners at Carson Group, put together an on-demand webinar to help you start thinking about these foundational pieces of retirement. Click Here to Watch the Webinar
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.
We live in the Information Age, where any information we could ever want is available to us within seconds, but due to the overwhelming wealth of info and sources – not to mention neck-break speed of the instant news cycle – it feels hard to know what’s really going on.
The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the pre …
But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.