Income Planning Resources

Resources related to planning for income in retirement.

  • Should You Consider Funding an HSA (Health Savings Account)?

    Kristie L. Weber | Posted:

    A Health Savings Account (HSA) is a tax-exempt trust or custodial account that you set up with a qualified HSA trustee to pay or reimburse certain medical expenses that you incur.

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  • Why You May Be Able To Retire Earlier Than You Think

    Ty A. Bernicke CFP® | Posted:

    Much of the research done on how much money can safely be withdrawn from retirement nest eggs focuses on an initial amount that is withdrawn in the first year of retirement, and then assumes that this initial amount is increased by an inflationary factor every year thereafter. So what does this look like? Is this realistic? What does this practically mean for you as an investor?

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  • Going Without Medicare Part D May Not Make Sense

    Lindsey M. Hendrickson | Posted:

    Even if you aren’t currently taking any medications, if you're turning 65 soon and will be eligible for Medicare, you may want to seriously consider enrolling in Part D coverage at the same time you enroll for Medicare.

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  • Health Insurance Strategies for Retirement

    Kristie L. Weber | Posted:

    If you’re considering retiring before you’re eligible for Medicare, but aren’t sure you’ll be able to purchase affordable health care during that time, this white paper is designed for you.

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