Retirement Category


  • required minimum distributions (RMDs) from tax-deferred retirement

    It’s Time for Baby Boomers RMDs!

    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts, including traditional IRAs, SIMPLE IRAs, SEP IRAs, SARSEPs, and 401(k), 403(b), and 457(b) plans. […]

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  • Infographic: Working in Retirement

      Read the rest of this month’s Quarterly Newsletter here!

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  • On the Road to Retirement, Beware of these Five Risks

    On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour. Traveling aimlessly Setting out on an adventure without a definitive destination can […]

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  • Nine to Five, Beyond 65

      The idea of retirement may conjure images of leisurely days spent reading, pursuing hobbies and traveling. Today, however, many retirement age Americans are choosing to, well, not really retire at all. According to a U.S. jobs report, almost 19% of people 65 or older were working at least part time in the second quarter […]

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  • required minimum distributions (RMDs) from tax-deferred retirement

    It’s Time for Baby Boomers RMDs!

    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts, including traditional IRAs, SIMPLE IRAs, SEP IRAs, SARSEPs, and 401(k), 403(b), and 457(b) plans. […]

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  • Working in Retirement

    Working in Retirement: What You Need to Know

    Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider. Why Work During Retirement? Obviously, if you work during retirement, you’ll be earning money and relying […]

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