Year-End Tax Planning and Strategies | On-Demand Video
In this recorded webinar, Kelli Peterson, Dominick Parillo, and Peter Doyle provide a summary of 2020 tax updates and year-end tax planning strategies to consider.
Enroll in Medicare at 65 and Consider Delaying Social Security
If you are one of millions of “Boomers” reaching age 65 each year, you must enroll in Medicare on time to avoid penalties. Financial advisor Kevin Kingston provides a helpful overview of important details you need to know about the enrollment process.
Benefits of Lump-Sum Pension Options
As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.
Selecting a Withdrawal Rate for the Long Run
You may be wondering how to re-create a paycheck during retirement. Financial advisor Casey Christianson suggests you take a lesson from endurance runners when preparing for life’s next chapter.
3 Minutes to Assess Your Overall Financial Health
This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.
Five Important Considerations of Involuntary Retirement
Because of COVID-19, many are faced with the choice of returning to work or entering a forced retirement. If you’re faced with involuntary retirement, here are five things you should consider.
Leveraging Your Intellectual Capital in Victory Lap Retirement
Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.
The SECURE Act Changes the Way People Inherit Money – How Is Your Estate Plan Affected?
Provisions in the SECURE Act may affect your estate plan. Dominick Parillo takes a closer look at the specifics regarding inherited IRA accounts.
I Needed Cash and Claimed My Social Security Benefits Early – Now What?
Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my […]
2020: The Year Required Distributions Aren’t Required
Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 […]