How the SECURE 2.0 Act Affects You
No matter where you are in your career or retirement, the recently passed SECURE 2.0 Act has something for you. At 130 pages, it’s both lengthy and complex. We summarized several new rules and opportunities that might affect you. The last few years we saw a variety of laws passed regarding taxes, retirement, and pandemic…
Read More
Happy Birthday? Retirement Decisions at Age 55+
You may think that only those birthdays ending with a zero are a big deal, but in the world of retirement planning, the ages between 55 and 72 are a busy time. If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to…
Read More
Is a Retirement Community Right for You?
Seniors planning to move into continuing care retirement communities expect to enjoy amenities such as libraries, fitness centers, and dining rooms while they’re healthy, and to receive excellent skilled-nursing care if they fall ill. When all the pieces fall into place, that’s exactly what happens. It’s important to ask the right questions to ensure that…
Read More
Health Care Costs in Retirement
Having enough money to pay for medical expenses in retirement is an important component of your overall financial picture. Being aware of potential health care costs during retirement may allow you to better understand what you can pay for and what you can’t. Health Care Expense Breakdown A retired household over the age of 65…
Read More
401(k) Rollover Considerations
A common question from our clients is what to do with an existing 401(k) account when changing jobs – leave it? Roll it? Convert it? Let’s look at 5 different ways you can handle the money you’ve accumulated in your employer-sponsored 401(k) plan after you no longer work there. 1. Leave it in your current…
Read More
