Summerlin Benefits Consulting Q&AGeneral Retirement Q&A
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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 are the key considerations for retirees when balancing income needs with legacy planning? View answer
Answer posted 5 months ago | General Retirement
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
How might taxes affect retirement savings, and what strategies are available to minimize them? View answer
Answer posted 6 months ago | General Retirement
What is the "green line" strategy for protecting retirement funds? View answer
Answer posted 6 months ago | General Retirement
How will the expiration of the Tax Cuts and Jobs Act (TCJA) affect income tax rates? View answer
Answer posted 6 months ago | General Retirement
What larger expenses, such as a new car or housing changes, should I anticipate in retirement? View answer
Answer posted 6 months ago | General Retirement
What is a good monthly retirement income? View answer
Answer posted 6 months ago | General Retirement
Which is the biggest expense for most retirees? View answers
Answer posted 6 months ago | General Retirement
How long will $500,000 last in retirement? View answer
Answer posted 6 months ago | General Retirement
What is the average 401k balance for a 65 year old? View answer
Answer posted 6 months ago | General Retirement
Can you live on $3,000 a month in retirement? View answers
Answer posted 6 months ago | General Retirement
What is the 3 rule in retirement?
Asked 6 ´months ago | General Retirement
What is the $1000 a month rule for retirement?
Asked 6 ´months ago | General Retirement
Who should I talk to before I retire?
Asked 6 ´months ago | General Retirement
What I need to know before I retire?
Asked 6 ´months ago | General Retirement
What are the positive effects of being a grandparent in retirement? View answer
Question updated 6 months ago | General Retirement
When will the new RMD age increase to 75? View answer
Answer posted 6 months ago | General Retirement
What are the implications of the changes for special needs trusts? View answer
Answer posted 6 months ago | General Retirement
How can the excise tax for RMD errors be reduced according to SECURE 2.0? View answer
Answer posted 6 months ago | General Retirement
What penalties are imposed for missed RMDs under the new law? View answer
Answer posted 6 months ago | General Retirement
How do the changes in RMD rules affect surviving spouses? View answer
Answer posted 6 months ago | General Retirement
How does SECURE 2.0 impact retirement planning for seniors? View answer
Answer posted 6 months ago | General Retirement
How can working with a financial professional enhance retirement preparedness? View answer
Answer posted 6 months ago | General Retirement
What do you think about the transparency of information in financial plans? View answer
Answer posted 6 months ago | General Retirement
How important is it for you to understand the details in your financial plan? View answer
Answer posted 6 months ago | General Retirement
What retirement plans do Gen X have? View answer
Answer posted 6 months ago | General Retirement
What is considered a good retirement plan? View answer
Answer posted 6 months ago | General Retirement
How important is it for you to understand the details in your financial plan? View answer
Answer posted 6 months ago | General Retirement
What steps can you take today to avoid procrastination and solidify your retirement plan? View answer
Answer posted 6 months ago | General Retirement
How can an FIUL policy help retirees manage tax-free income? View answer
Answer posted 6 months ago | General Retirement
How does being a grandparent positively affect mental health and well-being? View answer
Answer posted 6 months ago | General Retirement
What do I need to know about retirement if I'm turning 65 this year? View answer
Answer posted 6 months ago | General Retirement
Why are the financial documents from my Financial Advisor so complicated? View answer
Answer posted 6 months ago | General Retirement
