Financial Tips
Check out our weekly financial planning tips.
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How do Required Minimum Distributions impact your taxes?How do required minimum distributions (RMDs) impact your taxes in retirement? It’s a question more and more retirees are asking as they approach their 70s. Required minimum distributions (RMDs) can significantly increase your taxable income, affect your Social Security benefits, and even raise your Medicare premiums. After years of building savings in tax-deferred accounts like…
How do required minimum distributions (RMDs) impact your taxes in retirement? It’s a question more and more retirees are asking as they approach their 70s. Required minimum distributions (RMDs) can significantly increase your taxable income, affect your Social Security benefits, and even raise your Medicare premiums. After years of building savings in tax-deferred accounts like…
I’m 60 years old with $1,000,000… can I retire?
Imagine the day you officially hit $1 million in retirement savings—woo-hoo! But is everything truly set? While reaching a million…
Should I keep my money in a 401(k)?
Today, we’re diving into the age-old question: should you keep your money in your 401(k) or explore other options? Spoiler…
What happens to my retirement accounts at 59 ½?
Welcome to 59½, where the only thing standing between you and your retirement funds is, well, absolutely nothing! But before…