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Retirement Planning Insights:

2022

2022

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In this issue:

  • Q and A edition podcast and go karts
  • Tips for retiring alone
  • The value of retirement planning

In this issue:

  • Facebook milestone and dividend investing
  • The 2022 Social Security Trustees Report
  • Getting to know MAGI

In this issue:

  • Austin and Chicago
  • Is the 4% Rule dead?
  • What to do in bad markets

In this issue:

  • Recent and upcoming client visits
  • Changes to RMD rules on inherited accounts?
  • Investing in I Bonds

In this issue:

  • My recent podcast appearances
  • Misconceptions about bonds
  • Alternatives to bonds

In this issue:

  • Next steps for Tenon Financial
  • Managing investments for inflation
  • Mutual fund capital gain distributions

In this issue:

  • Tax return checklist and a new podcast
  • The four phases of retirement
  • Beware the "pro rata" rule with Roth conversions

In this issue:

  • Happy New Year!
  • How to retire in 2022
  • Social Security survivor benefits


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