Our monthly blog, Retirement Planning Insights, provides practical retirement planning tips, info and education (and sometimes some random personal stuff about us😁)
Understanding how Social Security is taxed
The optimal time to claim Social Security
Required Minimum Distribution ("RMD") rules from inherited IRAs
Why the Dow Jones Industrial Average should go away
Why you shouldn't compare your portfolio’s returns to those of the S&P 500
Understanding annuity guaranteed withdrawal riders
How to reduce your taxes in 2024
2023 year-end tax planning tips and to dos
What to consider when deciding if you need life insurance in retirement
The truth behind common IUL sales pitches
How to use Indexed Universal Life ("IUL") insurance for retirement cash flow
The basics of Indexed Universal Life ("IUL") insurance
The 3 stages of retirement; go go, slow go, and no go years
Understanding the "step up" in basis upon death
Understanding the Section 121 capital gain income exclusion on selling your home
Understanding bank and brokerage failures
After-tax "basis" in IRAs, and Form 8606
Plain English explanation of annuities
Summary of the SECURE 2.0 Act of 2022
The proper names for the different types of U.S. Treasury bonds