News and Resources

Spring 2021: A Course on Advanced Retirement Issues

Spring 2020: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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The SECURE Act of 2019

The SECURE Act of 2019

  News, Resources
On December 20, 2019, the new SECURE Act was signed into law by President Trump. SECURE is an acronym for “Setting Every Community Up for retirement Enhancement.” The SECURE Act contains over six hundred pages and has 29 major provisions. Most of these provisions affect company-sponsored retirement plans (e.g. pensions, profit-sharing plans, etc.). However, in…
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How To Spend Money During The Holidays (With Intention)

  News
  spending
If you are anything like me, you will find it super easy to spend money during the holidays. With gifts for family, friends, and loved ones, it may seem like your credit card never takes a break. But it is important to take a step back to ensure your own financial security when the temptation…
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QCD Blog

Why QCDs Are The Best Donation Strategy In Retirement

  News
  giving, retirement
Charitable giving is an important component of many people’s lives. The 2018 Tax Cuts and Jobs Act changed the way many people approach their giving strategy. With the standard deduction doubling to $12,000 for single filers and $24,000 for married filers, many families were unable to itemize their deductions, leaving avid donors looking for a…
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Medicare IRMMA

Medicare IRMMA

  Resources
Medicare Income-Related Monthly Adjustment Amount (IRMAA) is an amount that Medicare recipients pay in addition to their regular Part B or Part D premium if their income is above a certain level. The Social Security Administration (SSA) sets income brackets that determine your surcharges. SSA determines if you owe an IRMAA based on the income you reported on your IRS tax return two…
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Making Sense Of Retiree Asset Location

Making Sense Of Retiree Asset Location

  News
Individual Retirement Accounts, or IRAs, are often talked about as a savings vehicle for retirement. And while they excel in that capacity, many retirees wonder if IRAs are the best type of account for a strong investment strategy while in retirement as well.  IRAs can offer retirees many benefits, but there are also some consequences…
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Medicare Enrollment 2020

The Medicare Open Enrollment Period

  Resources
What is the Medicare Open-Enrollment Period? Each year Medicare has an Open Enrollment Period during which Medicare recipients can make certain changes in their Medicare coverage. For example, during the Open Enrollment Period, Medicare recipients can: Switch from Original Medicare (Part A&B) to a Medicare Advantage Plan (Part C) Switch from a Medicare Advantage Plan…
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What is Diversification and Why It Matters

  News
  investing, retirement
Investing is a key component to your retirement plan. Many people are confused and overwhelmed by the investing: how it works and the ways to do it effectively. One of the most important pieces of investing is diversification. Now, you may have heard that term thrown around in financial articles, in meetings, and in the…
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