Category: Retirement Planning

April 6, 2023
10 Things You Need to Know About Secure 2.0

Congress passed secure Act 2.0 at the end of December 2022 the article below summarizes some of the major elements of this far-reaching bill. Individuals and employers will want to be aware of the changes this bill is making....

February 26, 2021
What Happens to Your Retirement Plan When You Switch Jobs?

Congratulations on your new job! As you navigate through a new onboarding process, you stop suddenly when you get to the discussion of retirement plans. And then you think: What about my plan at my previous employer? What do I do with the money in that account?...

February 26, 2021
Retirement in Motion – Tips and Resources Everyone Can Use

For 2021, the Social Security Administration (SSA) is paying out a Cost-of-Living Adjustment (COLA) of 1.3%. This amounts to about $20 more a month in benefits for the average retired worker and $33 more a month for a typical retired couple, according to SSA estimates. In pl...

February 26, 2021
When Can I Begin Collecting Social Security?

Deciding when to retire and begin collecting Social Security is an important life decision. For some, savings losses may dictate that you delay your retirement plans and continue working, which means postponing when you begin collecting Social Security. ...

February 26, 2021
Seven Age Milestones That Will Impact Your Retirement Planning

As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement planning steps as you reach each of the following age milestones could he...

February 25, 2021
Optimizing Required Minimum Distributions

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone ca...