Summerlin Benefits Consulting Q&AWhat is the “silver tsunami” or “peak 65” in the context of American retirement trends? View answer
Answer posted 4 months ago | General Retirement
What are some factors to consider when deciding if it’s the right time for retirement? View answer
Answer posted 4 months ago | General Retirement
How can grandparents support a grandchild’s learning? View answer
Answer posted 4 months ago | General Retirement
What are some examples of “extras” grandparents might plan for in retirement? View answer
Answer posted 4 months ago | General Retirement
Why is sharing family traditions important for children? View answer
Answer posted 4 months ago | General Retirement
How can grandparents teach resilience and coping skills to their grandchildren? View answer
Answer posted 4 months ago | General Retirement
What are three benefits of being a grandparent? View answer
Answer posted 4 months ago | General Retirement
How can being a grandparent positively impact mental health during retirement? View answer
Answer posted 4 months ago | General Retirement
What changes to annuity provisions in retirement plans were introduced by SECURE 2.0? View answer
Answer posted 5 months ago | General Retirement
How can individuals reduce the excise tax penalty for RMD errors under SECURE 2.0? View answer
Answer posted 5 months ago | General Retirement
What change did SECURE 2.0 make regarding the treatment of surviving spouses for RMD purposes? View answer
Answer posted 5 months ago | General Retirement
What changes to Required Minimum Distributions (RMDs) were introduced by SECURE 2.0? View answer
Answer posted 5 months ago | General Retirement
What was the purpose of the SECURE Act, and how did SECURE 2.0 build upon it? View answer
Answer posted 5 months ago | General Retirement
How does an FIUL policy provide tax-free income and help with long-term care expenses? View answer
Answer posted 5 months ago | General Retirement
How does the death of a spouse affect tax filing and tax rates for the surviving partner? View answer
Answer posted 5 months ago | General Retirement
What effect do Required Minimum Distributions (RMDs) have on retirees' tax brackets? View answer
Answer posted 5 months ago | General Retirement
How might the loss of tax deductions in retirement impact retirees' taxable income? View answer
Answer posted 5 months ago | General Retirement
What changes are expected for the estate and gift tax exemptions in 2026? View answer
Answer posted 5 months ago | General Retirement
How will the expiration of the TCJA provisions in 2026 affect income tax rates for retirees? View answer
Answer posted 5 months ago | General Retirement
What potential risks are there in retirement income planning, and how can they be mitigated? View answer
Answer posted 5 months ago | Annuities
What role do financial professionals play in creating a personalized retirement income protection plan? View answer
Answer posted 5 months ago | Annuities
How do annuities integrate with other retirement income sources, such as Social Security? View answer
Answer posted 5 months ago | Annuities
How can annuities support a stable retirement regardless of life expectancy? View answer
Answer posted 5 months ago | Annuities
What are the key considerations for retirees when balancing income needs with legacy planning? View answer
Answer posted 5 months ago | General Retirement
What role does tax efficiency play in retirement income protection? View answer
Answer posted 5 months ago | Annuities
How do annuities provide income security for varying retirement needs? View answer
Answer posted 5 months ago | Annuities
What factors should retirees consider when choosing a fixed vs. indexed annuity? View answer
Answer posted 5 months ago | Annuities
How can retirement income protection strategies address market volatility? View answer
Answer posted 5 months ago | Annuities
What types of income streams are available with annuities for retirees? View answer
Answer posted 5 months ago | Annuities
How Do You Apply for Social Security Benefits? View answer
Answer posted 6 months ago | General Retirement, General Retirement
How Much Will You Pay in Taxes After You Retire? View answer
Answer posted 6 months ago | General Retirement
How Much Savings Should You Accumulate Before Retirement?
Asked 6 ´months ago | General Retirement
How much does the average person have in a 401k?
Asked 6 ´months ago | General Retirement
What is a good 401k balance by age?
Asked 6 ´months ago | Life Insurance
What considerations should someone make when choosing a retirement insurance strategy? View answer
Answer posted 6 months ago | Life Insurance
