Retirement Solutions Radio

The Hidden Domino Effect of Retirement Planning

In this episode, we address one of the most important issues about retirement planning that is largely ignored…And nobody ever talks about it. Most people who are planning for retirement don’t know this, but nearly every piece of financial planning for retirement is connected. Just one decision about filing for social security… One decision about withdrawing money from your IRA or 401K… Could have a domino effect on many other things. And it could cost you in ways you’ll never even see, until it’s too late.

How Your Income (and Investments) Gets Taxed in Retirement

You probably have a good idea of how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? This is the most important number you need to know. Because if you don’t know this number, you really don’t know how much money you have to spend in retirement. And the reason why this is critical right now… many of the tax-savings strategies are time-sensitive. And if you don’t take advantage of them soon, these opportunities could vanish…. forever.

What is the Best Age to File for Social Security?

The playbook for filing for Social Security has been turned on its head. What worked for previous generations could end up costing you a small fortune. One reason is the growing financial struggles with the Social Security Trust Fund, which is projected to run out of money in less than 10 years. Ultimately, this could mean a significant cut in your benefits. Another issue? Changes with required minimum distributions on your IRA and 401K. Believe it or not, this could also impact the taxes not just your retirement accounts, but on your Social Security benefits too. These are just a couple of reasons why the traditional rules for filing for Social Security no longer apply today. Learn more by listening to this episode of Retirement Solutions Radio!

The 4 Biggest Regrets of Today's Retirees

Imagine if you had the opportunity to sit down with the people who have retired successfully before you and learn from their hard-fought lessons. What were their biggest mistakes? And what would they do differently if they had the chance to do it all over again? Imagine what you could learn from their experience…Imagine the time and trouble that could save you…And more importantly, how it could set YOU up… for a more successful retirement.

Retirement Planning Today: Now Is Not the Time to Be Passive

Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are small issues – and they’re reshaping how we plan for retirement. If you’re recently retired — or nearing retirement — you’re feeling it. But inside all of the current chaos, there’s a silver lining.