The Simply Retirement Articles and Blog Posts

In this checklist, we highlight points to consider on your tax return if you are retired

In this checklist, we highlight points to consider on your tax return if you are still working.

There are lots of important numbers that you need to keep in mind when planning for retirement. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.

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.

Keeping track of one’s beneficiaries isn’t always an easy task. Relationships change over the years, and individuals often forget to review their beneficiaries in light of new planning goals. Furthermore, many individuals aren’t aware that their current beneficiary setup may not be as equitable or efficient as they had intended.

There are lots of important numbers that you need to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it.