Roger Green, MSFS,CFP®

Unlike a simple monetary inheritance, when someone dies and leaves an IRA (Individual Retirement Account) to a beneficiary, there are several distribution options and important deadlines that must be met to avoid problems with the distribution and to avoid potential tax penalties.

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Roger Green, MSFS,CFP®

As the saying goes, the only two certainties in life are death and taxes. Unfortunately, both are inevitable and unavoidable. If you plan properly, however, you may lessen the hardship on those you leave behind.

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As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible:

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You may not be aware, but everyone is eligible for Medicare at age 65, even when the normal retirement age for Social Security benefits is later.  We recommend anyone turning age 65 contact the Social Security Administration (www.ssa.gov or 1.800.772.1213) three months before the month of their 65th birthday. 

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

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