Roger Green

One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.

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Roger Green, MSFS,CFP®

When planning for retirement, often the focus seems to be almost entirely on “how much can I save?”, but there are some other significant questions to consider.

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As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are things you should consider:

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Roger Green, MSFS,CFP®

In the year in which you turn 70 ½ years of age, the current IRS guidelines require you to take a Required Minimum Distribution (RMD), by April 1 of the following year, from your Qualified accounts (tax-advantaged accounts). For each year thereafter, you must take your RMD by 12/31 each year.

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Roger Green, MSFS,CFP®

Retirement planning does not end at retirement. The need to continue to grow assets to produce more cash flow remains important for most.

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