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Income-Related Monthly Adjustment Amount (IRMAA) Worksheet
IRMAA, or the income-related monthly adjustment amount, is an extra amount you need to pay on top of Medicare Part B and Part D premiums based on your income. It’s never too early to start planning for these additional payments. This guide will help you identify some IRMAA planning points a …
How to Go from Making Money to Making Money Happen in Retirement
It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have.
8 Items That Can Be Crucial For Your Retirement Planning Checklist
Imagine yourself on your last ride home from work on the day you retire. The cardboard box is in the backseat, your gold watch is on your wrist and you realize you don’t have to wake up to an alarm clock tomorrow. Are you ready? Is your plan in place? Is that fear or excitement fluttering i …
What You Need to Do Leading Up to Retirement
Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand.
Are You Emotionally Ready to Retire? Here’s How to Know
Retirement is often seen as a golden milestone—a time to relax, pursue passions, and enjoy the freedom from work-related responsibilities. However, while much of the focus tends to be on financial readiness, emotional preparedness is just as important.
Making Sense of RMDs
The SECURE Act and SECURE 2.0 Act have affected millions of Americans inheriting or leaving behind a retirement account. While required minimum distributions (RMDs) for the account owner are delayed, there is now a 10-year window for many people who inherit these accounts to take their dist …
10 Smart Ways to Prepare for Retirement
Wondering how to prepare for retirement the smart way? You’re not alone. Whether your dream is to travel the world, spend time with grandkids, or simply enjoy a slower pace, retirement is one of life’s biggest transitions—and it deserves a solid plan.
Traditional vs. Roth IRA: Which IRA Works for You?
Many of us all but ignore our retirement accounts for much of our working lives—most likely only vaguely aware of the portion of our paychecks going into our 401(k)s. If this describes you, it’s time to give retirement savings more attention—particularly in the case of IRAs.
Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions.
Are You Missing Out on Free Money? The Cost of Not Maximizing Your 401(k) Match
Every year, millions of Americans leave money on the table by not taking full advantage of their employer’s 401(k) match.