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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing Retirement Planning

Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

America is graying: Within 10 years, those ages 65 and older are projected to outnumber those under 18, according to the U.S. Census Bureau.1 Choosing where we’d like to live or…
AdvicePeriod
AdvicePeriodMarch 19, 2024
Have You Planned How You’ll Spend Your Time Once Retired? Retirement Planning

Have You Planned How You’ll Spend Your Time Once Retired?

Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a big, nonfinancial planning element that too many people overlook. While the ability to fund a secure,…
AdvicePeriod
AdvicePeriodFebruary 27, 2024
You Can Now Roll Unused 529 Plan Funds Into a Roth IRA Retirement Planning

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

Investing in a 529 plan can be a great way to fund a child’s or grandchild’s education, but what if your loved one doesn’t spend all the funds in the…
AdvicePeriod
AdvicePeriodFebruary 27, 2024
Reality vs. Perception: People Retire Earlier Than Planned Early RetirementRetirement Planning

Reality vs. Perception: People Retire Earlier Than Planned

Americans’ perception of the age at which they plan to retire often differs from their reality. Most will retire several years earlier than planned, which is why it makes sense…
AdvicePeriod
AdvicePeriodJanuary 16, 2024
New Reporting Required for Certain Legal Entities: Does It Apply to You? New Reporting Required for Certain Legal Entities: Does It Apply to You?News

New Reporting Required for Certain Legal Entities: Does It Apply to You?

Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically file a Beneficial Ownership Information (BOI) report with the U.S. Department of Treasury’s Financial Crimes Enforcement…
AdvicePeriod
AdvicePeriodDecember 21, 2023
How to Shrink Your Long-term Capital Gains Taxes Taxes

How to Shrink Your Long-term Capital Gains Taxes

When it comes to investing, what matters most isn’t what you earn—it’s what you keep after taxes. That’s why it’s important to plan ahead to minimize taxes on realized investment…
AdvicePeriod
AdvicePeriodDecember 14, 2023
Tax-Smart Charitable Giving Strategies Charitable giftsTaxes

Tax-Smart Charitable Giving Strategies

Just like that, we’re in the thick of the holiday season, also known as charitable giving season. It’s a time to be generous, but you can also be tax savvy…
AdvicePeriod
AdvicePeriodDecember 14, 2023
How the Timing of Withdrawals Could Make or Break Your Retirement Retirement Planning

How the Timing of Withdrawals Could Make or Break Your Retirement

The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing money from your retirement accounts. Why Does Timing of Withdrawals Matter?…
AdvicePeriod
AdvicePeriodNovember 16, 2023
Summary of 2023 and Future Reduced Medicare Drug Costs Retirement Planning

Summary of 2023 and Future Reduced Medicare Drug Costs

In 2022, Congress passed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the start of 2023. Others, like the $2,000 out-of-pocket cap on prescription drugs,…
AdvicePeriod
AdvicePeriodNovember 16, 2023
How High-Income Households Pay More for Medicare Retirement Planning

How High-Income Households Pay More for Medicare

Medicare, the federal health insurance program for older Americans, is available regardless of income levels. But that doesn’t mean everyone pays the same premiums. There are two areas where high-income…
AdvicePeriod
AdvicePeriodOctober 19, 2023
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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