Inheriting an IRA From a Parent: Rules, Taxes, and Withdrawal Options
Inheriting an IRA from a parent creates important tax and withdrawal decisions. Learn how the 10-year rule works and how to plan distributions.
What It’s Like to Work With a Virtual Retirement Planner for Retirees
/0 Comments/in Retirement Planning, Taxes/by Cody LachnerThis article discusses what it’s like to work with a virtual retirement planner and how working with one can allow you to find an advisor who specializes in working with folks exactly like you, rather than the closest one.
The Widow’s Penalty: Why a Retiree’s Taxes May Go Up When One Spouse Passes Away
/0 Comments/in Retirement Planning, Taxes/by Cody LachnerLearn how the “widow’s penalty” can raise taxes for surviving spouses, and what pre-retirees can do now to plan ahead and protect their income.
Early Retirement Health Insurance in 2026: Planning for the ACA Subsidy Cliff
/0 Comments/in Retirement Planning, Taxes/by Cody LachnerEarly retirement health insurance may be getting more expensive. Learn what’s changing in 2026 and how smart planning can help you stay on track.
Understanding and Avoiding Medicare Surcharges
/0 Comments/in Retirement Planning, Taxes/by Cody LachnerRetirement planning often involves a lot more than just making sure your nest egg is large enough to sustain your lifestyle. It also requires a strong focus on income taxes and remaining nimble as tax laws change over time. One specific area of tax rules that retirees need to be aware of include Medicare premiums and the potential of something called an Income-Related Monthly Adjustment Amount (IRMAA).
Are Social Security Benefits Taxable?
/0 Comments/in Retirement Planning, Taxes/by Cody LachnerYou’ve paid into Social Security throughout your working career. As you approach retirement, you may be wondering whether you’ll have to pay tax on your Social Security benefits. Let’s discuss…
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