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Key Retirement And Tax Numbers For 2020

Key Retirement and Tax Numbers for 2020

  • Financial Planning, Preparing for Retirement, Ready to Retire, Starting Out

Key Retirement and Tax Numbers for 2020 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments…

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Take This Quiz: The Social Security Retirement Earnings Test

Take This Quiz: The Social Security Retirement Earnings Test

  • Articles, Financial Planning, Ready to Retire

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. Part or all of your monthly benefit may be withheld if you earn too much.…

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How To Give Like A Billionaire When You Don’t Have Billions To Give

How to Give Like a Billionaire When You Don’t Have Billions to Give

  • Articles, Financial Planning, Ready to Retire

How to Give Like a Billionaire When You Don't Have Billions to Give Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world's wealthiest individuals and couples have committed to…

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Do Independent Living Communities Differ From Continuing Care Retirement Communities?

Do independent living communities differ from continuing care retirement communities?

  • Articles, Preparing for Retirement, Ready to Retire

Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little or no assistance with daily activities. Most independent living residents desire an environment where they don't have to be concerned…

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Social Security: Shoring Up America’s Safety Net

Social Security: Shoring Up America’s Safety Net

  • Articles, Ready to Retire

Social Security: Shoring Up America's Safety Net Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security to provide much- needed retirement income. For many…

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Inflation Variation, Eroding Purchasing Power

Inflation Variation, Eroding Purchasing Power

  • Articles, Preparing for Retirement, Ready to Retire

  Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce purchasing power and cut into the real return on your investments. Annual rate of…

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On The Road To Retirement, Beware Of These Five Risks

On the Road to Retirement, Beware of These Five Risks

  • Articles, Preparing for Retirement, Ready to Retire

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes…

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Can The Federal Funds Rate Affect The Economy?

Can the federal funds rate affect the economy?

  • Articles, Financial Planning, Ready to Retire

The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is setting the federal funds target rate. The FOMC meets eight times per year, after which it announces any changes to…

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Four Points To Consider When Setting A Retirement Income Goal

Four Points to Consider When Setting a Retirement Income Goal

  • Articles, Ready to Retire

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started. 1. When do you plan to retire? The first…

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10 Years And Counting: Points To Consider As You Approach Retirement

10 Years and Counting: Points to Consider as You Approach Retirement

  • Articles, Ready to Retire

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you'll want to avoid. Consider the pros and cons…

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  • Financial Goals
    • Getting Started
    • Financial Planning
    • Life Insurance
    • Rollovers/Consolidating Accounts
    • Nearing Retirement
    • Estate Planning
    • Income in Retirement
    • Saving for College
    • Living Generously
  • Life Events
    • Starting Out
    • Preparing for Retirement
    • Ready to Retire
    • Stuff Happens
    • Living Generously
  • Our Team
  • Resources
    • Articles
    • Current Promotions
      • Advice Matters
      • Ready to Roll
      • Fixed Annuity Rates
      • Will Social Security be enough?
    • Financial Calculators
      • College Calculator
      • IRA-Options Calculator
      • Retirement Calculator
      • 401k Calculator
      • Retirement Income Calculator
      • Investment Calculator
      • Life Insurance Calculator
  • Contact Us
  • Fairwinds.org
  • Log In
    • Clear 1
    • eVISION Online Trading
  • Phone Appointment
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