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Planning for Retirement

Retirement strategies & plans.

The steps you take today can prepare you for tomorrow. Take control of your retirement armed with insights, updates and strategies to help you have the retirement you’ve been working for.

Proposed Regulations for SECURE Act Leave Things in Flux

If you are not sure how the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will affect you, take Mark Twain’s advice on the weather in New England and wait a while. It could change again.

Determining If Tax-Loss Harvesting Is Right for You

So far this year the markets are broadly down. You likely have unrealized losses in your portfolio. Tax-loss harvesting may be a strategy to consider, but harvesting those losses now could have a negative outcome in the long run.

Defer No More? Why You Should Rethink Your Retirement Strategy

There’s a new way of thinking about saving for retirement in a rising tax environment. Let's explore the tax changes that are taking place and outline several strategies that help you achieve tax diversification in retirement.

Why Is Inflation so Scary for My Retirement Plan?

Why is the impact of inflation on a retirement plan a hot topic?

The SECURE Act 2.0: Making It Easier to Save for Retirement

Signed into law in December 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) made it easier for businesses to offer retirement plans and for individuals to save for retirement.

Understanding IRA Strategies for Retirement

Often, high-net-worth clients have accumulated significant wealth on a tax-deferred basis in individual retirement accounts (IRAs) and employer-sponsored retirement plans.

Required Minimum Distributions: Why Some Retirees May Want to Wait in 2021

To help address the pandemic and its economic fallout, Congress passed legislation that made important changes to retirement accounts.

Using Tax-Free Life Insurance Strategies to Boost Retirement Income

Strategic use of cash value life insurance can provide similar tax-free benefits to a Roth IRA, without Roth IRA income limitations, all while delivering valuable policy benefits.

Rethinking Social Security: The Impact of the 2020 Trustees Report

Projections indicate combined trust fund reserves will deplete in 2035. A reduction of payments is possible if Congress does not address the situation before then. You may want to stress test your financial plan now.

Weighing a Delay: The Considerations of Deferring Social Security Benefits

For those who can draw on other income sources, it may make sense to delay Social Security benefits until age 70. Discussing the optimal Social Security benefits for a married couple involves several variables to factor for.

Fighting the Post-Career Blues: Finding Meaning After Retirement

While most people long for the days when they can kick back, sleep in, and have the freedom to do whatever they’d like, an unstructured lifestyle in retirement can present unexpected challenges.

Legislative Update: The SECURE Act and Elimination of the Stretch IRA

Just when we thought that we were going to finish out the year 2019 without any major tax law changes, some significant retirement savings reform legislation was signed by the President on December 20, 2019.

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