Skip to the album
Aminahstore

Retirement Planning

  1. RMDs in Your 70s: Three Tax Choices Worth Reviewing 67c RMDs in Your 70s: Three Tax Choices Worth Reviewing RMDs, charitable gifts and Roth conversions can affect taxes in different ways. Coordinating them may help retirees avoid costly surprises.
  2. A Retired Banker Built Wealth Through Steady Investing and Frugal Habits 68c A Retired Banker Built Wealth Through Steady Investing and Frugal Habits Starting young, investing consistently and keeping spending below income helped this Ohio couple build lasting wealth and retire at 64.
  3. When a Social Security Death Record Is Wrong: Steps to Restore Benefits and Coverage 69c When a Social Security Death Record Is Wrong: Steps to Restore Benefits and Coverage An incorrect death record can disrupt income, Medicare and banking. Learn what to bring to a Social Security office and whom to contact next.
  5. Roth Conversions: Weighing the Tax Bill Today Against Retirement Costs 70c Roth Conversions: Weighing the Tax Bill Today Against Retirement Costs A Roth conversion can shift taxes into a lower income year, but the right amount depends on your full retirement picture and future tax exposure.
  6. Is $2 Million Enough to Retire at 65? Start With Your Spending Gap 71c Is $2 Million Enough to Retire at 65? Start With Your Spending Gap A $2 million portfolio may support one retirement and strain another. Compare spending, dependable income, taxes and major goals to see what your savi...
  7. Five Patrick Stewart Quotes on Risk, Gratitude and Connection in Retirement 72c Five Patrick Stewart Quotes on Risk, Gratitude and Connection in Retirement Stewart’s reflections offer retirees practical prompts to try new things, enjoy what they’ve saved and stay connected with people they value.
  8. Three Early Decisions That Can Shape an Independent Advisory Firm 75c Three Early Decisions That Can Shape an Independent Advisory Firm Going independent brings more control and more work. Prepare for client conversations, review your obligations and line up transition support early.
  9. Five Tax Questions on Reverse Mortgages, 529 Plans and Charitable Gifts 77c Five Tax Questions on Reverse Mortgages, 529 Plans and Charitable Gifts A practical look at taxes on reverse mortgage proceeds, study abroad costs, pet insurance, charitable gifts and recordkeeping.
  10. A Canadian Retirement Cash Flow Plan: Spending, Taxes and Delayed Benefits 9c A Canadian Retirement Cash Flow Plan: Spending, Taxes and Delayed Benefits A sample plan for a 60-year-old Canadian retiree shows how withdrawals, spending and delayed benefits can shape income and taxes over time.
  11. A Retirement Income Gap Could Make Roth Conversions More Affordable 33c A Retirement Income Gap Could Make Roth Conversions More Affordable Lower income creates a window for Roth conversions, but capital gains may limit how much this household can move in 2026.
  12. Six Retirement Tax Moves That Can Help Smooth Your Canadian Income 10c Six Retirement Tax Moves That Can Help Smooth Your Canadian Income Pension splitting, withdrawal timing and TFSA use can shape retirement taxes. These six planning moves show where to look and what rules to check.