Archive | Social Security
08
Dec

3-S Income for Retirement

The MRT team’s article titled “Crafting Retirement Income that is Stable, Secure, and Sustainable” is now available in the December issue of the Journal of Financial Planning. MRT defines retirement income planning through the 3-S Income model (stable, secure, sustainable). (more…)

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23
Apr

Retirement Base Income Vehicles

Designing a retirement plan can feel overwhelming. Retiring is one of life’s most significant transitions and should be entered into through careful planning. Retirees should start by deciding how to replace their needed income. Base Income should be matched up against your Base Expenses1 (essentials – food, housing, medical, transportation, etc.). Base Income should be secure, stable, and […]

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27
Feb

Social Security Income’s Tax Implications – FPA General Public Website

Social Security evokes many emotions by Americans – love, hate, ridicule, and praise. The fact remains; Social Security is the most successful social program in history and currently offers guaranteed income which increases over time and continues across your lifetime.[1] While successful, it is a nuanced retirement program. One of these complexities is navigating and […]

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