If you’re planning for retirement, knowing the milestones is essential to avoiding taxes, penalties and missed opportunities.
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The rules seem to change every year, so here are some common questions (and answers) relevant in 2024:
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Most people don’t realize that a married couple can earn up to $83k in qualified dividends without owing any federal income tax. Above that, they only pay 15% on the next $400k of income.
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Some people refer to retirement as re-wirement, a shift in focus to new passions
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Knowing it’s time to retire can be a challenge for most people. Questions abound: Am I able to work a couple more years? What will I do with my free time? How much income can I expect from my savings and social security?
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Saving for retirement is much different than planning for income during retirement. When you decide to stop working, replacing the certainty of a paycheck and other benefits can be a logistical and emotional challenge.
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