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social security benefits

The Future of Social Security

The Social Security Administration periodically analyzes the program’s financial security and adjusts various factors to ensure its sustainability for the long-term. However, it’s suggested by many reports that it will suffer a benefit reduction. It’s no surprise, therefore, that most millennials have said they won’t factor Social Security into their strategy for retirement. After all, …

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RMDs in 2023

One possible upside to 2022’s market downturn: It could potentially lower the impact that RMDs (required minimum distributions) have on your retirement accounts. Here’s a quick list of what you need to know in order to calculate RMDs in 2023. If you’re over the age of 72 and are no longer working, you’re probably already …

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A Tax-Smart Way to Leave Money to Charities and Your Family

“In this world, nothing is certain except death and taxes.” Death may be a certainty, but some taxes actually aren’t, depending on the circumstances. The tax implications of your charitable contributions and what you leave to your heirs might not be a top concern of yours. However, it is an important thing to think about. What …

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