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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreSECURE Act 2.0 Passed in Final Days of 2022
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...
Read MoreRetirement Questions That Have Nothing to Do With Money
Things to consider before retirement.Presented by AAA RetirePreparing for retirement is not entirely financial.Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are...
Read MoreWhere There’s A Will
Dear Reader,“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National...
Read MoreHow to Keep Your Identity Safe
In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...
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What Happens When There Are No Beneficiaries
What Happens When There Are No BeneficiariesWhere do those accounts and policies end up?Provided by AAA RetireSome accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an...
Read MoreRetirement in Sight for July 2022
MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY AAA RETIRE- July 2022QUOTE OF THE MONTH“Often we don’t even realize who we’re meant to be because we’re so busy trying to live out...
Read MoreHow to Keep Your Identity Safe
In case you didn’t know, June is National Internet Safety Month. With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been...
Read MoreCare for a COLA with Your Social Security?
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
Read MoreRetirement in Sight - June 2022
Monthly News and Information for Current and Future RetireesPresented by AAA Retire – June 2022Quote of the Month"The question isn't at what age I want to retire, it's at what income."- George ForemanHealth Savings Accounts for...
Read MoreThe Retirement Reality Check
Little things to keep in mind for life after work.Presented by AAA RetireDecades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain...
Read MoreRetirement in Sight for May 2022
Monthly News and Information for Current and Future RetireesPresented by AAA Retire – May 2022Quote of the Month"Age is just a number. Life and aging are the greatest gifts that we could possibly ever have."- Cicely...
Read MoreInflation’s Overreach
What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range.When inflation is running hot, you can feel its...
Read MoreRetirement in Sight for April 2022
Monthly News and Information for Current and Future RetireesPresented by AAA Retire- April 2022Quote of the Month“To me, retirement means doing what you have fun doing.”- Dick Van DykeA Spring Cleaning for Your Retirement...
Read MoreGetting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment.Provided by AAA RetireA successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or...
Read MoreRetirement in Sight for March 2022
Monthly News and Information for Current and Future RetireesPresented by AAA Retire - March 2022Quote of the Month“The biggest adventure you can ever take is to live the life of your dreams.”Oprah WinfreyA Strategy for...
Read MoreRetirement In Sight - February 2022
Monthly News and Information for Current and Future RetireesPresented by AAA Retire - February 2022Quote of the Month“You can’t be that kid standing at the top of the waterslide, overthinking it. You have to go down the...
Read MoreRetirement Preparation Mistakes
It’s a new year, full of new possibilities for what may lie ahead.Provided by AAA RetireBy any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same...
Read MoreUpdated Premiums and Deductibles for Medicare
Higher than normalProvided by AAA Retire, LLCMedicare's premiums and deductibles have seen a larger-than-expected rise this year. For example, Medicare Part B monthly premiums have risen to $170.10, a 14.5% increase. The deductible for...
Read MoreRMDs Get a Small Reprieve 2022
Brings New Life Expectancy TablesProvided by AAA Retire, LLCFor the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement...
Read MoreOutlook for 2022
It’s a new year, full of new possibilities for what may lie ahead.Provided by AAA RetireBy any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same...
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