by Sarah Tenhundfeld | May 4, 2022 | Financial Education, Retirement
Required Minimum Distributions, or RMDs, are distributions that must be made from a retirement account once the account holder reaches a certain age. One of the reasons the RMD exists is to force money that was originally tax-deferred to go through the tax system....
by Jeannette Jones | Apr 20, 2022 | Healthcare & Wellness, Retirement
TAAG’s Wednesday morning blog has posted each week since 2009, and many of them have been inspired by client experiences. This week’s topic is based on a client’s specific request, and to quote him directly, ‘people need to prepare.’ We spend most of our time helping...
by Jeannette Jones | Dec 1, 2021 | Healthcare & Wellness, Retirement
We’re nearing the end of Medicare’s open enrollment period for 2022 policies, which began October 15th and ends on December 7th this year, so if you’ve reached 65 you’re probably being inundated with marketing about Medicare Advantage and prescription drug insurance...
by Chip Workman | Nov 17, 2021 | Retirement
At TAAG, we’re fortunate to spend our workdays helping individuals and families shape their finances to ensure they reach their most important life goals. Retirement, or being financially free enough to no longer need to earn an income, is often chief among these...
by Sarah Tenhundfeld | Nov 10, 2021 | Retirement
At the end of August, the Trustees of the Social Security trust fund reported that the Old-Age and Survivors Insurance (OASI) Trust Fund, which pays retirement and survivors benefits, would only be able to pay scheduled benefits on a timely basis until 2033. This was...
by Sarah Tenhundfeld | Oct 9, 2019 | Financial Education, Retirement
The 401(k) plan is the most popular employer-sponsored retirement plan today. Sixty-five percent of employers offer a 401(k) or similar plan to their employees. The world today has largely shifted the burden of retirement savings from the employer to the employee....
