How to calculate RMDs
See how much you’re required to take from your Qualified accounts (IRAs, 401k’s, etc.) starting at age 70½. CLICK HERE
How long can I (and my spouse or partner) expect to live? CLICK HERE
Social Security Resources
Click To review and download Social Security statement
2018 Social Security Fact Sheet, including:
- Cost of Living Adjustment (COLA)
- Social Security Tax Rate & Max Amounts
- Allowable Earnings
- Disability Thresholds
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Library Articles
There’s more to retirement than what’s in your portfolio. Below you’ll find interesting articles about finance, travel, budgeting, health, fitness, and even happiness. Enjoy!
How opening an online Social Security account can protect your benefits from thieves
Where 401(k) plans fall short in retirement planning
Some retired Baby Boomers are taking in borders to help with expenses
Is America’s retirement system flawed?
Lump sum vs monthly income: What the retirement experts say
The thrill of risk (and the danger to our retirement plan)
How to save money on prescription drugs
A strategy that offers retirement peace of mind:
Mutual Funds are sticking to high fees
How the value of money changes as we age
They would rather keep working than retire
Illinois accountant seeks to become oldest Winter Olympian ever
Oregon drivers not happy they have to pump their own gas (New Jersey drivers can relate)
Factors to consider when determining where to live in retirement
Snowbirds head to Florida . . . in China
Hold the bucket list: A more leisurely approach to retirement
Retired or not, we need more sleep
Doctor who lived until 105 advises against retirement
Embarrassing discovery in space for men
Retirement income options for business owners
Rules to know about traveling with medications
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