Retiring takes a lot of hard work, saving, and discipline. However, if you chose to retire in Georgia, there are some great tax benefits that make the transition to retirement a little cheaper and easier. Here are the main benefits of retiring in GA: GA Retirement Income Exclusion: This allows GA taxpayers (age 65 and…

Read More

The SECURE Act was recently enacted by Congress. There are several new rules pertaining to retirement such as new Required Minimum Distribution (RMD) ages, inherited IRA provisions, and accessing your IRA money for certain expenses. One of the planning opportunities that arises with the new law is potentially doing more Roth IRA conversions for retirees.…

Read More

Our clients get remarried for a variety of reasons. As exciting as this is, it often triggers unique thoughts and questions…will we share our income / expenses equally? I have kids from a previous marriage, and, when I die, I would like my assets to go to them rather than my spouse…is that okay? Do…

Read More

I thought this USA Today article was interesting.  It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things.  Money isn’t everything, but retirees with more money reported having more satisfaction in…

Read More