We present the 2020 indexed retirement and Social Security numbers in an easy-to-read table.
Author:
Kenn Beam Tacchino, JD, LLM, is a professor of taxation and financial planning at Widener University in Chester, PA. Professor Tacchino has won awards for both his teaching and his scholarly writing. Among other consulting activities, he conducts retirement planning seminars for employee groups.
Financial Planning
Social Security and Financial Security: The 1.42 Percent Solution (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
Annual Update for Defined Contribution Plans (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
This article appeared in the November 2018 Journal of Financial Service Professionals.
This article appeared in the July 2020 Journal of Financial Service Professionals.
This article appeared in the November 2020 Journal of Financial Service Professionals.
Retirement Planning
Understanding Business Protection Needs (FSP Archived Webinar)
Program Overview Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, [...]
Journal
The Optimal Time for Claiming Social Security Benefits: A Methodological Note (Journal Article)
This article appeared in the May 2018 Journal of Financial Service Professionals.
Retirement Planning
Retirement Planning in a Riskier World: A Case Study to Longevity Planning (FSP Archived Webinar)
Program Overview New risks emerge when clients transition from the workforce to retirement. Financial buffers that existed from employer-sponsored plans are no longer accessible. Clients must make broadly irreversible decisions that impact their income for the rest of their lives. Risks that clients didn’t have to plan for while they earned an income are now [...]
