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How to Create a Tax-Efficient Retirement Income Plan

Featured Income Retirement Taxes
By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
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Retirement Income: Spotlight on Annuities

Annuities Featured Income Retirement
Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...
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Feeling altruistic? This tax strategy can keep Medicare premiums in check

Featured Money Retirement
This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities. There’s an incentive for being ...
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How A Contested Election Can Affect Your Retirement Plan

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November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having ...
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Your guide to the tricky tax rules of retirement

Featured Income Retirement Taxes
When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. ...
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Good News, Seniors: Medicare Premium Increases May Be Capped for 2021

Featured Money Retirement
If there’s one expense that tends to increase for seniors from one year to the next, it’s healthcare, and that extends to Medicare. While Medicare Part A, which covers ...
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Why the Market Is Booming and the Economy Is Struggling

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WHY IS THE STOCK MARKET going up when the economy is in trouble? If you’re an investor, this question has likely been on your mind. After all, we’re in ...
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Opinion: 5 retirement planning mistakes to avoid during COVID-19

Featured Retirement
These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns ...
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Tips for Working with a Financial Adviser Virtually

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Without a doubt, 2020 has more than earned its nickname, “the year of uncertainty.” With the evolving COVID-19 pandemic and its economic repercussions, anxiety and financial stress have ...
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How Can I Make My Retirement Savings Last?

Annuities Featured Income Money Retirement
It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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