News and Updates,Custom

3rd Quarter 2017

Balancing Retirement Income With Withdrawal Strategies

As you get closer to retirement, it’s a great time to refine your plans: calculate how much you’ll receive in retirement income, estimate your expenses in retirement, and figure out how to fill in any gaps. Find out how to make the most of extra savings opportunities and start preparing for special expenses. [...continued]

Solutions for the Sandwich Generation

It's hard enough to juggle saving for your own retirement while you're supporting your kids. But it becomes even more difficult if you’re also helping your aging parents. The following tips can help you stretch your money if you’re in the sandwich generation. [...continued]

Around ICMA-RC

Find out more about ICMA-RC’s retirement health cost estimator and other calculators and tools to help you save for retirement, how to sign up for TextAccess so you can receive account information by sending a text form your mobile phone to ICMA-RC, and the Designing Spaces episode that featured the remodeling of the Lighthouse Point Firehouse and showed ICMA-RC helping firefighters plan for retirement. [...continued]

Retiree Corner: How to Prepare for Your RMDs

Once you turn 70½, you face an important new deadline every year – you must take required minimum distributions (RMDs) from your 457 plan and traditional IRAs. Find out what you need to know to calculate your RMDs and take the withdrawals from your accounts, so you can avoid a penalty for missing the deadline. [...continued]

Tax-Smart Ways to Give to Charity

This is the time of year when people tend to scramble to give money to charities, so they can lock in a tax deduction before the year ends. But it’s important to research the charities first and consider ways to donate that could give you a bigger tax break. [...continued]

Investing Spotlight: Q&A on Emerging-Markets Funds

You may have heard about emerging-markets funds or seen them offered in your retirement investments. It’s important to know what they invest in and whether they should have a place in your portfolio. Read the answers to frequently asked questions about emerging-markets funds. [...continued]
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