NOTE: Sorry for no other posts this week – I’ve been working on an article for the last couple weeks about one of the biggest, yet most overlooked risks in retirement that will hopefully encourage you to think a little differently when planning your retirement. I should have it out next week. In the meantime, enjoy this week’s articles.
The Retirement Digest is a collection of articles from around the web that I think members of the RFG community might find helpful.
The Huge Tax Break Retirees Might Not Know About (barrons.com)
If you do any speaking, consulting, side jobs or anything like that in retirement, you should give this article a quick read to ensure you are getting all the tax benefits that are due to you.
New Retirement Bill Would Boost RMD Age to 75 (thinkadvisor.com)
Sens. Ben Cardin, D-Md., and Rob Portman, R-Ohio, reintroduced legislation late Monday that would raise the required minimum distribution age from 70 ½ to 75 and also help workers pay off their student loans.
Life Expectancy – You Are Not Average (bunker-riley.com)
So, the chances of living 30 to 40 years in retirement cannot be overlooked. Plan appropriately. National life expectancy averages are deceptive. You are not average.
Will You Choose Alive Time or Dead Time? (humanparts.medium.com)
Advice we could all benefit from…
The History of Retirement, From Early Man to A.A.R.P. (nytimes.com)
This is an old article, but I came across it this week and thought it was really interesting!
Hope you have a wonderful week/weekend and thanks as always for reading!
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I am a Financial Advisor in Pittsburgh and a CERTIFIED FINANCIAL PLANNER™ professional with Shorebridge Wealth Management. I enjoy helping clients and readers find sensible answers to retirement’s big questions. If I can answer any questions for you, feel free to Contact Me or if you think you might be a fit for our practice, see Who We Serve.