Latest News
Planning for Retirement Finances–Not a Simple Exercise
Yes, it’s complicated. Not only the Social Security rules and regulations themselves, but the overall options to be considered when arranging finances to support you in those retirement years as well. Many folks turn to the services of financial advisors to help them with the financial details, and The Street Guest Commentator Joe Elsasser, CFP knows that it’s important to have guidance on ensuring that advisors are fully addressing your needs. In an article posted on thestreet.com’s retirement-daily page, Elsasser boils it down to four basic questions to confirm that your financial plans cover a wide enough range of aspects. Question number one, naturally, focuses on when to file for Social Security benefits, while questions two, three, and four deal with the equally important topics of managing tax implications, arranging drawdown sequences, and dealing with the market fluctuations. Check out his post here,,,
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.
