Retirement

Crunch the Numbers: Retirement Calculators & Estate Planning

February 9, 2024

Team TREEL

Sarah is 35 years old, single and a full-time professional who loves to travel. She…

SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning Rules

November 24, 2023

Team TREEL

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act), passed by Congress and…

Retiring in Place: Live the Dream, Avoid the Nightmare

January 13, 2023

Timothy Rice

Retirement offers opportunities to travel or relocate to new places with warm climates and lower…

Rules You Must Follow If You Are Retiring Abroad

September 9, 2020

Timothy Rice

Many people plan on living abroad when retiring. However, many retirees forget that there are…

New Rule Increases Age for Required Minimum Distributions

April 6, 2020

Timothy Rice

The amount of time banks and other financial institutions have to notify people with retirement…

New Federal Law Should Help Your Retirement Income

April 1, 2020

Timothy Rice

Americans are poorly financially prepared for retirement, generally. Whether this is linked to lack of…

Practical and Affordable Solutions for Seniors Who Want to Age in Place

November 19, 2019

Timothy Rice

–A special submission by Kent Elliot– Aging in place is a goal for many older…

A Clean, Well-Lit Place: Advice for Seniors on Aging in Place Safely

July 8, 2019

Timothy Rice

—-A special submission by Kent Elliot—- Aging in place may seem like a simple matter…

Finding the best retirement calculators

February 27, 2019

Timothy Rice

Figuring out how much to save for retirement and when you can safely stop working…

The little-known tax on Roth 401(k) distributions

November 28, 2018

Timothy Rice

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth…

Reevaluate insurance needs when you retire

April 15, 2018

Timothy Rice

Along with many other things, your insurance needs change when you retire. It is a…

Reverse mortgages increasingly available for high-value homes

February 24, 2017

Timothy Rice

Seniors with pricier homes now have an increased ability to get a bigger reverse mortgage…

Crunch the Numbers: Retirement Calculators & Estate Planning

SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning Rules

Retiring in Place: Live the Dream, Avoid the Nightmare

Rules You Must Follow If You Are Retiring Abroad

New Rule Increases Age for Required Minimum Distributions

New Federal Law Should Help Your Retirement Income

Practical and Affordable Solutions for Seniors Who Want to Age in Place

A Clean, Well-Lit Place: Advice for Seniors on Aging in Place Safely

Finding the best retirement calculators

The little-known tax on Roth 401(k) distributions

Reevaluate insurance needs when you retire

Reverse mortgages increasingly available for high-value homes

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