Retirement
Why Corporate Executives Need to Plan Around RMDs Now
Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.
Preparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
Everything to Know About Health Savings Accounts
Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.
What are the Latest Inherited IRA rules?
The Inherited IRA rules have changed a lot in recent years. Many recipients of Inherited IRAs are confused about if – and when – they need to take money out of these accounts. This post aims to clear up the confusion, laying out exactly what you need to do depending on what type of Inherited IRA beneficiary you are.
Podcast Episode 23: Will Social Security Run Out?
In this episode, we answer the question will social security run out by explaining its history and share how this influences retirement plans.
Planning Retirement Cash Flow [Video]
In retirement, your cash flow is how you will cover all your expenses. Do you know the different types of income you have or how to use them?
