Retirement

April 21, 2022

Three Key Questions to Answer Before Taking Social Security

RETIREMENTREAD TIME: 3 MIN Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should […]
April 21, 2022

Is a Variable Annuity Right for Me?

RETIREMENTREAD TIME: 3 MIN For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.” Commentators in the financial media seem to […]
April 21, 2022

IRA Withdrawals that Escape the 10% Tax Penalty

RETIREMENTREAD TIME: 4 MIN The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty […]
April 21, 2022

Choices for Your 401(k) at a Former Employer

RETIREMENTREAD TIME: 4 MIN One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision […]
April 21, 2022

Social Security: The Elephant in the Room

RETIREMENTREAD TIME: 4 MIN For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and […]
April 21, 2022

Social Security: Five Facts You Need to Know

RETIREMENTREAD TIME: 8 MIN Social Security can be complicated, and as a result many individuals don’t have a full understanding of the choices they may have. […]
April 21, 2022

Social Security: The 64,000 Dollar Question

RETIREMENTREAD TIME: 3 MIN One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 […]
April 21, 2022

Social Security: Maximizing Benefits

RETIREMENTREAD TIME: 4 MIN Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are […]
April 21, 2022

Social Security Benefits: How Much Will I Receive

RETIREMENTREAD TIME: 2 MIN Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I […]