Retirement Account

December 14, 2023

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement…

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December 9, 2021

Spending Among Wealthy Retirees Is Low and This Is Why

Even though we have experienced a cycle of more than 10 years of economic growth, many wealthy retirees are reluctant to spend…

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November 4, 2021

Seniors Use Crowdsourcing to Evaluate Areas to Retire

On average, two-thirds of Americans 65 or older would prefer to age in place, while the other one-third would want to live…

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July 22, 2021

Are Medicare and Social Security at Risk of Insolvency?

A government study found that Medicare and Social Security are at risk of collapse. Unless action is taken, Social Security will exceed…

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June 2, 2021

Planning Considerations for Unmarried Partners

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and…

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