We enabled a retired couple to give back and help family

A couple who had worked hard and saved for many years came to us after retiring for help with maintaining a sustainable income stream to substitute for the paychecks they had become accustomed to during their careers. They were happy to discover that we could also assist them in creating a legacy plan to have in place to benefit their family and the causes that are near and dear to their hearts.

Now that they’re over age 70½, we help them carry out a strategy for required minimum distributions (RMDs) and have also helped them plan to pay for college for their grandchildren. It’s gratifying to help them create the retirement they’ve been picturing for so long and help preserve their wealth.

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary. Withdrawals which exceed income will reduce the value of your portfolio.

This SECURE Act Provision May Impact Your Year-End Planning

11/13/2020
Prevent tax bracket creep among IRA beneficiaries with these three considerations.
Retirement & Longevity // Tax Planning

The Psychological Side of Spending Your Retirement Savings

10/28/2020
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity

Why Contribute to a Roth IRA?

10/26/2020
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity

Protecting Your Social Security Payout

10/09/2020
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Making the Most of Medicare's Open Enrollment Period

10/01/2020
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity

Could You Thrive in a Niche Retirement Community?

09/28/2020
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity

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