Tag: Social Security
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Ask an Advisor: Is It Possible to Shrink My RMDs to $25k for Lower Social Security Taxes?
Taxes are always worth considering as part of your financial planning, but they are only one part of the bigger picture. What matters most...
Retirees who rely on fixed income streams are happier and likelier to spend in their golden years — here’s how to do it
If you’re like most Americans, your focus for retirement is to build a sizable investment portfolio, do your best to maximize the returns from...
Is Fidelity’s 45% Rule the Right Retirement Strategy for You?
Fidelity’s 10x rule of thumb is a nifty guideline to follow as you save for retirement over the course of many decades. But when...
Here’s the Average Age Americans Claim Social Security and the Monthly Benefit They Receive
The age you decide to start Social Security will have a tremendous impact on the trajectory of your retirement. As such, it's not a...
27 Things Retirees Should Do With Their Money Right Now
TravelMany retirees have accumulated a lifetime of possessions. But as the old saying goes, “You can’t take it with you.”Once it’s safe to start...