Summerlin Benefits Consulting Q&AGeneral Retirement Q&A
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What major tax law changes are expected to take effect in 2026? View answer
Answer posted 1 month ago | General Retirement
What are the implications of reduced estate and gift tax exemptions for retirees? View answer
Answer posted 6 months ago | General Retirement
What are the benefits of choosing fixed indexed universal life insurance as a young adult? View answer
Answer posted 6 months ago | General Retirement
How can I plan for unforeseen expenses like medical emergencies or inflation? View answer
Answer posted 6 months ago | General Retirement
What expenses should I consider when planning for retirement? View answer
Answer posted 6 months ago | General Retirement
How can I determine if I have enough savings to retire comfortably this year? View answer
Answer posted 6 months ago | General Retirement
Why is consulting a financial professional crucial when planning for retirement? View answer
Answer posted 6 months ago | General Retirement
How can Fixed Index Annuities (FIAs) help mitigate market volatility in retirement planning? View answer
Answer posted 6 months ago | General Retirement
What is the "Rule of 100," and how can it help in balancing risk and reward in retirement? View answer
Answer posted 6 months ago | General Retirement
How does longevity affect retirement planning? View answer
Answer posted 6 months ago | General Retirement
What are some common reasons people delay retirement planning? View answer
Answer posted 6 months ago | General Retirement
What role can a financial professional play in retirement planning? View answer
Answer posted 6 months ago | General Retirement
What is a catch-up contribution, and who is eligible for it? View answer
Answer posted 6 months ago | General Retirement
How can budgeting help in setting retirement savings goals? View answer
Answer posted 6 months ago | General Retirement
Why is it important to review your retirement savings plan regularly? View answer
Answer posted 6 months ago | General Retirement
What role do Fixed Index Annuities (FIAs) play in retirement income protection? View answer
Answer posted 6 months ago | General Retirement
Why is diversification important in retirement planning? View answer
Answer posted 6 months ago | General Retirement
How can I determine if I’ve saved enough to retire this year? View answer
Answer posted 6 months ago | General Retirement
What is a "catch-up contribution," and how does it help those over 50 with retirement savings? View answer
Answer posted 6 months ago | General Retirement
What are some risks I may encounter if I'm not prepared for retirement? View answer
Answer posted 6 months ago | General Retirement
Why is retirement planning so important to the younger generation? View answer
Answer posted 6 months ago | General Retirement
Why is it crucial to have a solid financial plan before retiring? View answer
Answer posted 4 months ago | General Retirement
What 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
