Brian Eddy CFA, CFP® Retirement
Although the thought of Christmas coming isn’t overly jubilant to those hanging onto the waning days down to the Cape or Maine, it may be prudent to start putting some plans in place to prepare for year-end distribution requirements out of your IRA. To recap,if you are turning 70-1/2 this year, a calculation is requited […]
Brian Eddy CFA, CFP® Retirement
For those of you filling single at just over $85K in annual income per year and over $170,000 per year if filing jointly, your monthly premium for Medicare Part B bumps up over $4o. Unlike Medicare Part A, which covers hospital costs, and is free to most enrolled, Part B comes at a price. Part […]
Brian Eddy CFA, CFP® Retirement
Everyone is interested to know how much they need to retire. That plays into the amount of years you need to keep slogging away at your job as well as how much fun you could be having with that yearly retirement savings contribution. Numbers thrown around are one million, three million, or even five million […]
Brian Eddy CFA, CFP® Retirement
According to the Investment Company Institute, the assets in retirement plans, accounts and annuities have increased from about 12 trillion dollars in the late 1990’s to nearly 23 trillion dollars currently. With all that capital ready to produce income to sustain living expenses, and with a very low interest rate environment, many are wondering how […]
