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Now that you’re retired, you may be left wondering how to best use your Roth IRA to meet your retirement needs. Understanding the benefits and features of a Roth IRA can help you employ strategies for using your Roth IRA effectively.
It goes without saying that we are experts on the health of financial markets. But what about our clients’ health? Should we really care? The surprising answer is yes. Because helping your client stay healthy can help them be better performers and providers for a longer period of time. And it can help them avoid going into retirement so worn down that they can’t even enjoy their newly found freedom.
As part of the 2016 budget deal, two important Social Security claiming strategies (or loopholes as some would suggest) have been eliminated: file and suspend and filing a restricted application for spousal benefits.
When deciding where to retire, there may be factors outside of the traditional considerations that can impact the cost of retirement and your quality of living.