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Retirement Planning

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Retirement Planning

Coronavirus-related Retirement Plan Distributions

A Coronavirus-related distribution is any distribution made on or after January 1, 2020 and before December 31, 2020 from an eligible retirement plan made to a qualified individual.

Posted By Alyssa Yocom
May 21, 2020
Retirement Planning

Social Security Benefits Increasing in 2020

Each year, the Social Security Administration announces the annual cost-of-living adjustment (COLA). In October, they announced that Social Security and Supplemental Security Income (SSI) benefits will increase by 1.6% in 2020.

Posted By Alyssa Yocom
January 15, 2020
Retirement Planning

Aging in Place

When asked to picture their longevity plan, many individuals and families picture themselves staying in their homes and aging in place. While this image is attainable, it may require accessibility modifications to the home in preparation for the effects of aging.

Posted By Alyssa Yocom
November 27, 2019
Retirement Planning

2019 Retirement Plan Contribution Limits

The annual contribution limit for individual retirement accounts (IRAs) has increased for the first time since 2013. In 2019 the annual contribution limit will be raised from $5,500 to $6,000. For taxpayers age 50 or over, the limit will be $7,000.

Posted By Alyssa Yocom
November 21, 2018
Retirement Planning

Tax-Free Distributions from HSAs

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. Learn about these tax-free HSA distributions.

Posted By Alyssa Yocom
November 7, 2018
Retirement Planning

Explaining RMDs

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

Posted By Alyssa Yocom
August 21, 2018