Bart Landsverk, AIF®Sep 22, 20212 minWhen to Begin Collecting Social SecurityDeciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.
Scott Wauters, AIF®Sep 8, 20213 minOptimizing Required Minimum DistributionsRequired minimum distributions take on added urgency as you approach (and reach) age 72, with specific rules and tax implications.
Bart Landsverk, AIF®Sep 1, 20212 minReality Check on Your Retirement SavingsWith folks routinely living into their 80s and 90s, it’s more important than ever to ensure your money lasts your lifetime.
Jeanann KramerJul 28, 20213 minA Date with Destiny: 7 Age Milestones that Impact Your Retirement PlanningAs you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important...
Scott Wauters, AIF®Jul 14, 20214 minIRA 101: Know the FactsIf you own an IRA, then you should be as familiar as possible with the rules that govern your account.
Scott Wauters, AIF®Jun 23, 20212 minMaking Sense of Your Roth 401(k)There are specific rules addressing distributions and rollovers of a Roth 401(k).