The Simply Retirement Articles and Blog Posts

Inherited IRA rules have become increasingly complex, particularly with the evolving regulations on distributions. To help you navigate these challenges, we’ve developed the “What Issues Should I Consider When Inheriting a Traditional or Roth IRA?” checklist. This comprehensive guide equips you with the essential planning insights needed when inheriting a Traditional or Roth IRA, helping to align distributions with your broader financial goals.

When planning for retirement, one of the most important financial decisions involves Social Security: Should you claim benefits early and invest the payments, or wait until age 70 to receive larger guaranteed payments?

Retirement is an important milestone in life that requires careful planning and consideration. As people approach this phase, they often have numerous questions and concerns about various aspects of retirement. In this article, we will address five of the most frequently asked questions about retirement to help you gain a better understanding of this significant life stage.

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.

Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement years turn into financial nightmares.

Did you know there is such a thing as having too much money during retirement? While it may not necessarily be a bad thing, it may mean you do need to worry about required minimum distributions (RMDs). Here's what you need to know about RMDs.