The Simply Retirement Articles and Blog Posts

To help you evaluate whether an annuity fits within your retirement plan, we created this checklist. It covers several of the key factors you should consider.

RMDs (Required Minimum Distributions) often feel like an inconvenience. The timing, amount, and tax consequences associated with RMDs might run the risk of throwing a wrench in your financial plans, but it doesn’t have to be that way.

Our 2026 Social Security Quick Reference Guide contains lots of handy facts and figures in an easy-to-read format. Information includes cost-of-living adjustments, a breakdown of actuarial reductions, Medicare premiums, and more.

Inherited IRA rules have become increasingly complex, particularly with the evolving regulations on distributions. To help you navigate these challenges, we’ve developed the “What Issues Should I Consider When Inheriting a Traditional or Roth IRA?” checklist. This comprehensive guide equips you with the essential planning insights needed when inheriting a Traditional or Roth IRA, helping to align distributions with your broader financial goals.

When planning for retirement, one of the most important financial decisions involves Social Security: Should you claim benefits early and invest the payments, or wait until age 70 to receive larger guaranteed payments?

Are you ready for the changes to Social Security and Medicare for 2024? Every year, the Social Security Administration announces changes to Social Security benefits as well as changes to Medicare premiums for the following year. In this article, we are going behind the scenes to help you understand how these changes are determined, as well as some other key Social Security topics that you need to be aware of.