Retirement Planning Archives - Wealthtender

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Retirement Planning Questions

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How can I minimize taxes on RMD besides charitable contributions?

133 viewsBrian Thorp Changed status to publish April 25, 2023Retirement Planning

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I’ve saved over $600,000 in my 401(k) plan and plan to retire soon. My HR department says I can choose to keep the money in the 401(k) plan after I retire. What should I do?

147 viewspaul@id-financial.com Answered question May 21, 2023Retirement Planning

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Can I file on my husbands SS benefits if his is larger than mine? He has made a lot more than me in his working lifetime. I will be 65 in May and he will be 70 and has already started drawing his. We are both still working fulltime. My FRA is 66 and 8 months.

175 viewsIan Weiner Answered question April 13, 2023Retirement Planning

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I am 70 years old , I was going to retire then decided to keep working. I started taking my Social Security but now that I am still working how should I handle this? My salary is $98,000 per year. My savings and 401 is only approx. $100,000

169 viewsBrian Thorp Unselected an answer April 17, 2023Retirement Planning

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Can I draw on my ex-husband social security at 62 and still work? We were married for 25 years and I have not gotten remarried. I don’t plan on retiring until I am 67.

174 viewsBrian Thorp Changed status to publish April 10, 2023Retirement Planning

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I’m 56. I was married to my ex husband for 19 yrs and got divorced, I remarried my 2nd husband for 19 months then he died of cancer, am I eligible to draw from my ex or my husband on Social Security?

201 viewsWealthtender HQ Changed status to publish April 6, 2023Retirement Planning