Topic: Retirement Planning

The pages and articles you find here pertain to planning a successful retirement.

A financial advisor explaining the parts of Medicare to a couple
Navigating Medicare: What Do the Different Parts Cover?

School of Social Security & Medicare

This guide explores the different parts of Medicare, what they cover, and how they work together to support your healthcare.

Blocks spelling “RMD” with money and a calculator in the background representing required minimum distributions from inherited IRAs
How The SECURE Act Changed Inherited IRA Rules

School of Saving and Investing

The SECURE Act changed the rules surrounding inherited IRAs and when beneficiaries must take distributions from the account.

A retiree doing part-time work
Working Part Time in Retirement: Benefits and Considerations

School of Financial Wellness

Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.

A couple reviewing their debts
How Does Debt Affect Your Retirement Plan?

School of Financial Wellness

Debt can help you afford assets to create a successful financial future, or it can be the factor that derails your retirement plan.

Different sized homes
Downsizing Your Home for Retirement: Is It Worth It?

School of Financial Wellness

Conventional wisdom suggests downsizing your home when you retire, but this strategy could come with unexpected costs today.

A calendar with a date labeled “retire”
Early Retirement: Can You Do It?

School of Saving and Investing

Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.

A reduction in social security benefits symbolized by a dollar sign in front of a down arrow.
4 Factors That Can Reduce Your Social Security Benefits

School of Social Features

These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

A retired couple dancing on the beach beside a checklist
Preparing For Retirement Checklist

School of Saving and Investing

This downloadable checklist covers the important factors you need to consider in each stage of life to prepare for retirement.

Retirement savings through Traditional and Roth IRAs depicted by an elderly couple standing on a stack of coins.
Traditional Vs Roth IRA

School of Saving and Investing

Traditional and Roth IRAs can help you achieve retirement goals and minimize taxes while maintaining control of your funds.