Retirement Planning Information

Retirement Hit Hard

7 Jul 2020 -

This year, COVID-19 decimated the economy, and research shows 21 percent of people anticipate the crisis will deliver a severe blow to their retirement blueprint.


Social Security and Coronavirus

29 Jun 2020 -

Boomers and those who receive Social Security could be concerned about receiving their monthly checks given the economic downturn due to the coronavirus.


Dipping into Retirement

25 Jun 2020 -

Even before the current pandemic, many folks were worried that they were unable to afford to retire and might have to keep working later in life


When Should You Retire?

15 Jun 2020 -

If you want to know what age to retire, you should figure out when you want to retire, and try and figure out how much time you have and how much you must save.


Retirement after Coronavirus

5 Jun 2020 -

Since the coronavirus hit, 54 percent of adults surveyed in the United States say they’d like to continue working in retirement.


2019 IRA Contribution Deadline Has Been Extended

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit irs.gov


Social Security and Coronavirus

11 May 2020 -

According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.


Tips for Early Retirement

30 Apr 2020 -

With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.


Social Security Retirement Age

28 Apr 2020 -

Full retirement is the age you can receive 100 percent of your benefits. It used to be 65 but there has been some talk about raising the Social Security retirement age.


A Wealthy Retirement

27 Mar 2020 -

We'd all like to have a stress-free financial future, but unfortunately, that isn’t the reality for everyone. The biggest barrier is a lack of strategic preparation for Retirement Day.


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  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com

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