March 29, 2021, 3:17:11 PM

Required Minimum Distribution Planning

Executive Summary - Required Minimum Distributions (RMDs) must be taken from pre-tax retirement accounts such as 401k accounts, 403b...

December 11, 2020, 4:05:33 PM

How Will Inflation Impact Your Retirement?

What is Inflation? Inflation causes prices to increase over time. A gallon of gas cost an average of $0.36 in 1970. Today, the national...

August 21, 2020, 7:56:48 PM

How Do Presidential Election Outcomes Impact Stock Market Returns?

Clients have started occasionally asking if changes should be made to their investment allocation in anticipation of the upcoming...

July 13, 2020, 1:09:31 PM

Does PA Tax Retirement Income?

Does Pennsylvania tax retirement income? Is social security income taxable in PA? Are pensions taxable in PA? Does Pennsylvania tax IRA...

March 9, 2021, 12:49:20 AM

When Can I Retire? A Practical Use of The Retirement Cash Flow Statement

The purpose of this article is to demonstrate how building a retirement cash flow statement can be used to answer common questions such...

October 23, 2020, 5:12:40 PM

Should I Take the Lump Sum? An Article For PSERS Employees

When handled correctly, the monthly income and lump sum pension benefits can be a powerful combination to protect the long-term financial...

July 13, 2020, 11:21:33 PM

Retiring in PA vs. FL vs. SC

This article compares retiring in Pennsylvania with other popular retirement destinations for Pennsylvanians: Florida and South Carolina....

July 12, 2020, 2:40:21 PM

Where Can I Find a TSP Advisor?

Step 1 to Find a TSP Advisor: Narrow your search exclusively to financial advisors who act as fiduciaries at all times. This is a...

February 4, 2021, 1:43:18 PM

Inherited IRA Planning Considerations

The SECURE Act In December 2019, Congress passed legislation called the SECURE Act that included numerous retirement savings reforms....

September 15, 2020, 3:17:04 PM

Saving Money on Healthcare Before 65: The Premium Tax Credit

If you're thinking about retiring before age 65, how will you get healthcare prior to reaching Medicare eligibility? How much will this...

July 13, 2020, 1:54:41 PM

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...

July 12, 2020, 2:26:25 PM

Time to Retire? Rolek Retirement Planning Survey Results

Time to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our...