by Agili Blog | Sep 29, 2017 | Retirement Planning
Written By: Carrie L. Fellon, CFP®, CRPS Individuals age 70½ or over can transfer IRA assets to a charity tax free while simultaneously satisfying their Required Minimum Distribution (RMD). After initial enactment in 2006 and subsequent suspensions and reenactments,...
by Agili Blog | Jan 31, 2017 | Commentary, Retirement Planning
Written By: Dan Honsberger Now that a new year is upon us, it is a great time to build upon past successes and good habits. Here are some ideas for using this year’s fresh start to improve your financial life. Do a “Year in Review” for 2016, and evaluate progress...
by Agili Blog | Oct 13, 2016 | Retirement Planning, Social Security
Written By: Cynthia Levine, CFP, CPA, EA If you turned 70 this year, then congratulations are in order! Firstly, making it to 70 indicates the luck of longevity. Secondly, you have witnessed the birth of rock ‘n roll, men walking on the moon, the Internet age, and the...
by Agili Blog | Sep 29, 2014 | Retirement Planning, Social Security
Written By: Sarah Caine In my last blog post, I told you when you can start collecting Social Security benefits, but when should you? Many people think it’s best to begin collecting Social Security benefits as soon as possible – I’ve heard more than one person...
by Agili Blog | Aug 14, 2014 | Goals, Retirement Planning
Written By: Marilee Falco As the philosopher Heraclitus famously claimed: “The only thing that is constant is change.” Sometimes change is a good thing, and sometimes we wish we could avoid it. However, try as we might, major life transitions are going to...
by Agili Blog | Jun 5, 2014 | Retirement Planning, Social Security
Written by: Sarah Caine Whether or not you are near retirement, Social Security is probably on your mind. Social Security is an extremely complex system – the Social Security Handbook has 2,728 different rules governing its benefits – and there are very few people who...
