Patricia Lobo Castro, at Prudential

07/04/2021

Don’t be caught off guard: the change in withdrawal rules under the 2019 is dramatic, accelerating taxes due on an inherited from the beneficiary’s remaining lifetime to just 10 years. We share some pointers on what you can do to minimize impact.

06/17/2021

Did you know? The lower-earning spouse in a married couple may also be entitled to Social Security benefits based upon the other spouse’s work record (a “spousal benefit”). explains what couples approaching retirement need to know about benefits:

A how-to for married couples on integrating Social Security benefits.

06/01/2021

Successful and saver? Check.
Raised children with successful careers? Check.
Are you in trouble tax-wise? Check.
Read what the means for you.

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

05/11/2021

You made sacrifices and were disciplined in saving to your and . Why have a large share go to taxes? Learn how the will impact any for your beneficiaries.

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04/20/2021

Surprisingly, just became much more important for divorced and savers. Learn more in this new paper from .

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

04/18/2021

Married couples nearing retirement may find it beneficial for the spouse eligible for the lower Social Security payments to start collecting his/her worker benefit early, while delaying the other spouse’s benefits. Here are more claiming tips for married couples:

A how-to for married couples on integrating Social Security benefits.

03/30/2021

Here are some steps to consider if comes earlier than planned:
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Step 8: Seek out a financial professional you can trust to help ensure you have the income you need for as long as you will need it while minimizing risk along the way.

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.

03/30/2021

Saving in a or is great for generating future income—but no longer as good a plan if you want to leave something to your children. explains.

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

03/23/2021

Here are some steps to consider if comes earlier than planned:
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Step 7: If you have children in , negotiate for additional .

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.

03/19/2021

For married couples, a critical part of any Social Security claiming strategy is integrating benefits to take advantage of the rules surrounding the claiming of benefits. Here’s what married couples need to know about claiming benefits:

A how-to for married couples on integrating Social Security benefits.

03/16/2021

Here are some steps to consider if comes earlier than planned:
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Step 6: Use to grow your assets and generate protected income.

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.