Social Security Taxation Increases Due to RMDs

This video will show you an example of how Required Minimum Distributions from a Qualified account can increase the taxation of Social Security enough so that it is thousands of dollars a year.

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Social Security Rules You Should Know

Are you finally able to collect Social Security this year? Welcome to reirement! There's lots to learn with every new step in life and this one will be no different. Social Security benefits can be taxed. Did you know that? They can - and even … [Continue reading]

Taking Advantage of 401(k) Catch-up Contributions

Did you know that you can contribute more money to your 401(k) plan once you reach the age of 50? These catch-up contributions also come with tax savings! US News posted an article this week that will give you all the details, but to hit the … [Continue reading]

New Bill for “SECURE Act 2.0” Could Change Retirement System

A new effort is gaining support by some lawmakers in Washington. The House Ways and Means committee is unveiling a new bill that hopes to secure retirement for many with a new bipartisan bill. Some of its notable features include automatic … [Continue reading]

Go (Which Way), Young Man?

Horace Greeley has long been quoted as saying, "Go west young man...". American pioneering spirit led adventurers and down-trodden alike to seek out a place that was best for their families or a place that gave them opportunities they … [Continue reading]

7 Things That Can SAVE Your Retirement from “Brokeness”

OK so maybe "Brokeness" is not a word but when you read it you know what it means. You don't want to be "broke" in retirement barely having ends meet. What do you want to be doing in your retirement? Traveling? Playing with grandkids? Enjoying … [Continue reading]

RetirementView Support for Cloud Storage and Shared Network Folders

Starting with release 2020.2 we have added new support to make it easier to use cloud storage systems like: Google Drive Dropbox iCloud Drive OneDrive Box IDrive Basically when you create New files, you can move the files to use … [Continue reading]

Living to Age 110 – Would you run out of Money?

In a recent news article, a Texas grandmother named Elizabeth Francis reached the incredible age of 110 years old! She credits her faith in God for her long and healthy life.  You can read the full article right here. What if you or your spouse … [Continue reading]

Webinar – Thank You For Registering

THANK YOU FOR REGISTERING FOR OUR WEBINAR... (It was a ONE CLICK registration... so you should shortly get an email from GoToWebinar with details in your email box) Make sure you attend the WEBINAR to learn all about this new system! DETAILS … [Continue reading]

Your Client Data is at Risk

Sorry to alarm you but I have been saying for years that it's just a matter of time before hackers realize there is a lot of money in retirement and investment accounts. And then they will start trying to hack systems like Redtail, eMoney, … [Continue reading]

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