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Will Social Security Be Around When I Retire? Thumbnail

Will Social Security Be Around When I Retire?

Gen X and younger generations fear that Social Security retirement benefits will be obsolete by the time they reach retirement age. This is, of course, unfair because they are paying into the program. Given the program’s outlook, this is a reasonable concern. Even though Social Security likely won’t comprise a huge portion of your retirement…

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Reducing Taxable Income With Qualified Charitable IRA Distributions (QCDs) Thumbnail

Reducing Taxable Income With Qualified Charitable IRA Distributions (QCDs)

Melissa A. Seamon, CFP® Senior Financial Advisor Reducing Taxable Income with Qualified Charitable IRA Distributions (QCDs) A key issue facing many retirees is having to take required minimum distributions (RMDs) starting at age 72, regardless of whether they need the income. RMDs must be taken from most qualified defined contribution plans such as 401(k)’s,…

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