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Latest News + UpdatesSECURE Act Passed into Law
SECURE ACT becomes law meant to address the need American Families have for accessing retirement savings and lifetime income once in retirement. On December 20, 2019, Congress and the White House passed into law the SECURE Act with the design of improving...
Qualified Charitable Distributions
Another Autumn is upon us as Starbucks reminds us with their Pumpkin Spice Latte. We wanted to remind you that if you are age 70½ or older, IRS rules require you to take Required Minimum Distributions (RMDs) each year from your tax-deferred retirement accounts. ...
Movie Night at Ragtag Cinema- Tuesday, October 8th
Please join us for Movie Night at Ragtag Cinema for the viewing of the 1976 Academy Award winning movie Network on Tuesday, October 8th at 6pm.
Is Social Security Running Out?
Next year marks the first year that the Social Security Administration will have to start drawing down its assets in order to pay retirees their entitlements. Here & Now's Robin Young talks to Alicia Munnell, the director of the Center for Retirement Research at...
Planning for Health Care Costs in Retirement
Planning for Health Care Costs in Retirement Vanguard Research - June 2018 Mercer Health and Benefits: Derek Guyton, FSA, MAAA, FCA; Jennifer Leming, FSA, MAAA Vanguard: Stephen M. Weber, CFP®; Jacklin Youssef, CFP®, MST; Jean A....