Regardless of your outlook on retirement, completing the following tasks before you retire can help ensure a smooth transition to the next chapter of your life.
5 Things to Do Before You Retire
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Long-Term Care Insurance
There is often debate among financial professionals about whether long-term care insurance (LTCI) is worth the expense. When determining whether long-term care insurance is right for you, consider the following.
Protecting Yourself in a Volatile Marketplace
There’s no way around it – market volatility can be scary, especially if you are nearing retirement or have other major expenses on the horizon. The following are tips to help you weather the storm as a long-term investor.
Why You Should Take RMDs Early in the Year
Many people believe it’s better to take their required minimum distribution (RMD) at the end of the year in order to maximize tax-deferred growth within their accounts. While on the surface this makes sense, there are several reasons why it may be more beneficial to take your RMD early in the year.
How to Mitigate the Risk of a Market Pullback in Early Retirement
While investors who are decades away from retirement have plenty of time to recover from a market correction, those nearing or currently living in retirement don’t have the luxury of time on their side.
Required Minimum Distributions
Tax-deferred retirement accounts are the most commonly used vehicle for putting away retirement savings. In most cases, the money is contributed on a pre-tax basis and the earnings are allowed to snowball along the way without taxation. However, when you reach the age of 72, the IRS wants to make up for lost time by requiring you to begin taking required minimum distributions (RMDs).
Browse Insights
5 Things to Do Before You Retire
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Long-Term Care Insurance
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Protecting Yourself in a Volatile Marketplace
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Why You Should Take RMDs Early in the Year
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How to Mitigate the Risk of a Market Pullback in Early Retirement
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Required Minimum Distributions
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Social Security for Divorced Spouses
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How to Plan for Rising Healthcare Costs
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5 Strategies to Organize Your Financial Life
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7 Ways Gen Xers Can Plan for a Wealthier Retirement
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