Illustrating the difference between Full Retirement Age for retirement benefits versus Full Retirement Age for survivor benefits. The post FRA for Retirement Benefits vs FRA for Survivor Benefits appeared first on Getting Your Financial Ducks In A Ro...

Designating a contingent beneficiary can be an important part of your overall wealth distribution plan. Learn more here. The post Contingent Beneficiary Designation appeared first on Getting Your Financial Ducks In A Row. Related posts:Inherit an I...

I received the following question from a reader. It’s a unique situation that you may find interesting, so I thought I’d share the interaction with you: Here’s my situation, this year I started with the following: (A) Rollover IRA (from rollover fund...

How does the WEP (Windfall Elimination Provision) apply when you take a lump-sum payment from your non-covered pension plan? The post How does WEP work for a lump-sum pension payout? appeared first on Getting Your Financial Ducks In A Row.

Here is a detailed explanation of the components of your Social Security benefits statement. You can get this statement online at any time. The post Your Social Security Benefits Statement appeared first on Getting Your Financial Ducks In A Row. Re...

Do you understand what your Social Security statement is actually telling you? Chances are you might not realize what they've assumed. The post What Your Social Security Statement Is Telling You appeared first on Getting Your Financial Ducks In A Row...