Retirees, Check Your Withholding

Posted by Creekmur Wealth Advisors on 11:07 AM on September 25, 2018

It may need to be adjusted due to the 2017 federal tax reforms.

The Internal Revenue Service has a message for you. You may need to adjust the amount withheld from your paycheck or the size of your estimated tax payments because the agency is using new withholding tables this year. Should you underpay your taxes for 2018, you could be hit with a tax penalty in 2019.1

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Topics: Uncategorized, Required Minimum Distributions, Retirement, RMD, Tax withholding, Taxes in Retirment

5 Retirement Concerns Too Often Overlooked

Posted by Creekmur Wealth Advisors on 2:37 PM on September 4, 2018

retirement-concerns-overlooked

Baby boomers entering their “second acts” should think about these matters.

 

Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may overlook a few matters that a thorough retirement strategy needs to address.

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Topics: Baby boomers should think about these, Uncategorized, Eldercare needs, Financial Planning, Required Minimum Distributions, Retirement, RMDs

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