Retirement Planning

Let’s explore three basic misconceptions about Social Security benefits and you’ll see why a mismatch can be problematic.

Here are 5 reasons you should consider working with a financial advisor:

If you are still working, and would prefer to keep your retirement savings invested, there may be a way to delay taking RMDs if you qualify for an exemption. As with many IRS rules, however, the exception is not as straightforward as it seems.

Retirement is like a trip to a new destination. It’s unfamiliar and unpredictable territory, and your expectations are likely to have a tremendous influence on your happiness and satisfaction.