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As true wealth managers, we are always looking for potential strategies to help our clients with their current objectives as well as their long-term goals. One of the many areas that we help with is year-end tax...
As you transition between employers throughout your working career, make sure that you don’t leave a trail of former employers’ retirement plans in your wake. Losing track of old plans is a legitimate concern, and it...
Most people think of retirement as a period when you live comfortably, with the time, money, and other resources available to enjoy a fulfilling lifestyle. To achieve these retirement goals, you need to plan ahead...
Age 62 is the earliest age at which you can start receiving Social Security retirement benefits. It’s also the most popular age to claim benefits [1], especially for women. Deciding whether to claim now or wait until...
If you’re approaching age 65, now’s the time to consider your Medicare enrollment. Medicare is the Federal health insurance program for those aged 65 and older (plus other eligible adults). With healthcare costs listed...
You can claim Social Security retirement benefits as early as age 62. Many Americans do so, especially women [1]. However, claiming early means that your monthly benefit checks and, potentially, your overall lifetime...
Congratulations on your milestone birthday! Age 70 is Social Security’s maximum retirement age. Once you reach age 70, there’s no further advantage to delaying your Social Security retirement benefit claim. SageVest...
Congratulations on celebrating your 72nd birthday! Age 72 is the age at which most people must begin taking Required Minimum Distributions (RMDs) from traditional IRA and other qualified retirement plans. SageVest...
Required Minimum Distributions (RMDs) Required Minimum Distributions (RMDs) are an important part of your financial landscape in retirement. Most people must start taking RMDs from qualified retirement accounts at age...
The CARES Act implemented several measures to help Americans during coronavirus, including the ability to skip taking taxable Required Minimum Distributions (RMDs) for tax year 2020. However, the Act went into effect...
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