RMDs: Reduced Beginning in 2022
After a one year delay, the new Uniform Lifetime Table became effective on January 1st, 2022. This means IRA (and […]
Read More RMDs: Reduced Beginning in 2022After a one year delay, the new Uniform Lifetime Table became effective on January 1st, 2022. This means IRA (and […]
Read More RMDs: Reduced Beginning in 2022This past week, I attended a presentation (via webinar) featuring a prominent retirement researcher, Michael Finke. I made notes on […]
Read More Drivers of Life Satisfaction Among Retirees[vc_row][vc_column][vc_row_inner][vc_column_inner][vc_column_text]I wanted to call this post “A Star Is Born,” but I figured that title was pretty much taken. Nevertheless, […]
Read More Reinventing Yourself in Retirement: Rich RajacichPrior to the Covid-19 pandemic, approximately 40% of the retirees stopped working sooner than planned as a result of medical […]
Read More Retirement Planning: FAQsOn Nov 7, 2019, the IRS proposed updates to the life expectancy tables used to calculate Required Minimum Distributions (RMDs). […]
Read More RMDs: Reduced Beginning in 2021I can’t think of any expenditure that gives retirees less enjoyment than medical costs. Nevertheless, healthcare is an important spending […]
Read More Healthcare Costs in RetirementMost analytical people love spreadsheets…myself included. Personally, I would put Microsoft Excel on my list of top 10 inventions of […]
Read More Sequence of Return RiskLast week, I wrote about retirees’ attitudes toward working in retirement and starting “encore” careers. The bottom line was they […]
Read More Finding Ideal Retirement JobsI’m not trying to convince retirees to go back to work. In fact, I love telling clients that they can […]
Read More Retirement Jobs: Do you want to keep working?