7 Things to Know About Working While Getting Social Security

7 Things to Know About Working While Getting Social Security

If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter of U.S. adults ages 65 to 74 are still in the workforce, according to the federal Bureau of Labor...

The Roth IRA Advantage Under the Final RMD Rules

Sarah Brenner, JD Director of Retirement Education In 2020, the SECURE Act completely changed the game for nonspouse IRA beneficiaries. Now, most are subject to the 10-year payout rule. Recently released final RMD rules keep the controversial proposed rule that...

Year-of-Death RMD – Deadline Extended!

By Andy Ives, CFP®, AIF® IRA Analyst When a person reaches the required beginning date (RBD) – generally April 1 of the year after the year the person turns age 73 – required minimum distributions (RMDs) must officially start on traditional IRAs. But what if an IRA...
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets reversed course last week as investors reassessed the economic narrative of a recession. Better-than-expected inflation data, alongside a robust reading of Retail Sales and a pullback on Initial Jobless Claims, tempered fears of a severe...
LEARN DENTAL INSURANCE BASICS AND SAVE YOUR TEETH

LEARN DENTAL INSURANCE BASICS AND SAVE YOUR TEETH

Monitoring your oral health isn’t just about good teeth: it can give insight into your overall health. There are many reasons why it’s important that you visit your dentist regularly. Dental health should be a major concern for seniors. Monitoring your oral health...