Tax Planning for Retirement
02.11.14: “Tax Planning for Retirement” featured in Kiplinger is a great guide for those nearing or in retirement. As it highlights, “Taxes don’t stop when your paycheck does. In fact, tapping your retirement nest egg comes with all sorts or new rules and opportunities.” The article offers suggestions and tips on how the tax rules change as you move from being in the workforce to becoming a full-fledged retiree. We understand that these changes and options can be overwhelming which is why we're here to help. Contact us today so we can discuss the best options to suit your individual needs.
When Should You Claim Social Security Benefits?
01.28.14: For many retirees, Social Security is an integral part of retirement income planning. But did you know that choosing the “wrong time” to start your benefits could cost you tens of thousands of dollars? This recent Forbes article, “When Should You Claim Social Security Benefits?”, highlights the primary issues to consider as you decide on when to begin taking Social Security. It can be a pretty daunting task to figure out when to start your Social Security benefits but I’m here to assist you. Contact us today to review your retirement income plan so we can determine the best solution for you.