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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 kiplinger.com, 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…

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.

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