Estate Planning Blog

Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.

07/26/22 • by: Goldsmith & Guymon, P.C.

RMD Formula Changes for First Time in 20 Years

The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).

07/15/22 • by: Goldsmith & Guymon, P.C.

Should I Have a Roth IRA?

Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.

05/19/22 • by: Goldsmith & Guymon, P.C.

What Do I Need to ‘Age in Place’?

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.

04/30/22 • by: Goldsmith & Guymon, P.C.

What are the New IRA Distribution Rules?

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).

04/19/22 • by: Goldsmith & Guymon, P.C.

July 17, 2024

June 5, 2024

Estate Planning Blog

Do You Lose Benefits If You Retire Early?

RMD Formula Changes for First Time in 20 Years

Should I Have a Roth IRA?

What Do I Need to ‘Age in Place’?

What are the New IRA Distribution Rules?

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