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- Roger Green, MSFS,CFP® | Your Green | Green Financial Resources
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.
Roger Green
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- Roger Green, MSFS,CFP® | Your Green | Green Financial Resources
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® | Your Green | Green Financial Resources
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® | Your Green | Green Financial Resources
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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- Roger Green, MSFS,CFP® | Your Green | Green Financial Resources
Just over 1 in 4 of today’s 20-year-olds will become disabled before they retire.1 About 20% - or 1 in 5 American adults- have a disability according to the CDC July 2015.
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