Trends in Social Security Claiming Ages

As your retirement approaches, understanding Social Security claiming strategies is crucial for maximizing benefits and ensuring financial stability even for financially successful families. Claiming Trends If you’re considering retirement, you likely know that you can claim reduced retirement benefits as … Continue reading

The Benefits of Roth IRAs for Tax-Free Retirement Income

One of the most important considerations when planning for retirement is ensuring a steady income stream to sustain your desired lifestyle. With life expectancies increasing and the costs of living rising, it’s essential to have a robust retirement savings plan. … Continue reading

How to Plan for RMDs (Required Minimum Distributions)

In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Dis-tributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Continue reading

When Taking Social Security Early Makes Sense

Join us on this eye-opening episode of Retire Smarter as Tyler Emrick, CFA®, CFP® delves into the intriguing world of Social Security benefits. While delaying your benefit is often the obvious choice, we challenge conventional wisdom and explore scenarios where taking Social Security early can actually be a smart financial move. Continue reading