When should you start receiving your Social Security benefits and how they will factor into your overall retirement situation?
These are two of the biggest considerations attached to this important financial topic.
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You’ve worked hard to save for your retirement. You’ve also carefully built a plan for managing your savings before and after you leave the workforce. Among other things, this means considering the ins and outs of required minimum distributions (RMDs) for your retirement accounts.
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If you’re currently navigating a new set of circumstances that has led you to consider an earlier retirement, it’s important to proceed carefully and thoughtfully. Is it possible for you to retire early? If so, what’s the best way to go about it?
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Are you familiar with the new provisions about retirement accounts from the SECURE Act and coronavirus relief bill?
Some of these changes may affect how you make retirement decisions in the coming weeks and months.
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Whether you already have a plan in place or know you need to make some adjustments this year, it’s a good idea to check in with a few basics.
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Should you save for retirement or contribute more to your child’s college fund? Should you pay off any outstanding debt or save for a bigger house?
Coming up with the right strategy can be challenging, but here are a few things to think about:
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