While each person's situation is unique, certain commonalities exist among soon-to-be retirees and the decisions that lie ahead. This whitepaper identifies a few shared attributes and provides some essential planning thoughts for developing an investment plan for retirement.
There are a lot of rules to remember about who signs up for Medicare and when. Use our easy-to-use guide to help you better understand the Medicare enrollment process.
This quick reference guide provides key Social Security numbers to help you in planning. The percentages shown here are applied to the primary insurance amount (PIA) of the worker on whose earnings record benefits are being claimed. The PIA can be found on the worker’s Social Security statement. It is an estimate of the benefit amount if claimed at full retirement age (FRA). You can obtain your latest statement by opening an account at ssa.gov/myaccount.
People often pay more taxes in retirement than expected because a confusing system treats various income types differently and contains hidden taxes and penalties. Here are the Top 10 Tax myths most retirees believe.
Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.
We all know it's never too early or too late to start planning for retirement. But the closer you get to your ideal retirement age, the more critical the proper timing of your retirement becomes. Learn about some of the key decision factors you should be considering before pulling the final trigger on retirement.
