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Retirement–It’s More Than Just Social Security!

Having a successful–and, hopefully, an enjoyable–retirement requires more than just ensuring that you’re getting the most out of your Social Security benefits. As Retirement Income Certified Professional (RICP®), Certified Annuity Specialist (CAS®), and Kiplinger contributor Jennifer Lahaie notes in a post on, you need a clear vision of how retirement will look for you. You’ll also need, she suggests, strategic plan for distributing income from the sources you’ve accumulated and, finally but equally important, you’ll need a sound strategy for dealing with the tax consequences of income distribution. Read her post here…

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