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…
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…
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…
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…
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…