If you’ve already been planning around taxes in retirement, you’re in good company. Many retirees already manage withdrawals carefully, balancing tax brackets, Medicare premiums, and the taxation of Social Security benefits. But the One Big Beautiful Bill Act (OBBBA) has changed the landscape. With new provisions that link more tax rules to adjusted gross income […] The post Making Sense of the New Tax Landscape in Retirement appeared first on Retirement Researcher.| Retirement Researcher
Retirement is often pictured as a finish line, but in reality, it is the beginning of a new and very personal journey. Financial stability is essential, yet without addressing the mental and emotional transitions that come with leaving work, retirement can feel unbalanced. Planning for both money and mindset helps ensure that the years ahead […] The post Preparing for Retirement Beyond the Numbers appeared first on Retirement Researcher.| Retirement Researcher
You’ve saved diligently, fine-tuned your withdrawal strategy, and run your portfolio through more stress tests than you can count. But what happens when the alarm clock stops ringing and work no longer fills your days? Money is the oxygen of retirement, but it’s not the whole story. Work provides more than a paycheck. It gives […] The post Stress Testing the Non-Financial Aspects of Your Retirement Plan appeared first on Retirement Researcher.| Retirement Researcher