One of the big changes that happens in retirement is with taxes. Not only in the amount of taxes you pay, but also how you will pay them. In planning for retirement taxes, it is important to factor in thoseREAD MORE
Retirement, Retirees
For most Americans, Social Security is a central pillar of retirement income. Nine out of ten Americans age 65 or older are receiving monthly benefits, and most of those started taking them as soon as they became eligible. There mayREAD MORE
The best part about retirement is being able to do what you want, when you want. For many retirees, that means spending more time travelling. Whether it’s revisiting your favorite cities or ticking off places on your “bucket” list, youREAD MORE
The Tax Cuts and Jobs Act of 2018 changed the tax planning calculus for a lot of taxpayers. Among the many changes in this landmark tax act, one change was to eliminate the ability to recharacterize amounts converted into aREAD MORE
Planning for the Decumulation Phase of life Among life’s big transitions, the change from working to retirement is one of the biggest. Retirement can bring changes in your lifestyle, your social connections, your day-to day activities. For many, the mostREAD MORE