IRA Archives - John G. Ullman & Associates

Unleashing the Age Conundrum: Exploring Retirement Timing and Financial Considerations
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Unleashing the Age Conundrum: Exploring Retirement Timing and Financial Considerations

Retirement, The Blog @JGUA

Unleashing the Age Conundrum: Exploring Retirement Timing and Financial Considerations

By Derek Doyle|2023-07-05T12:44:28-05:00June 27th, 2023|Retirement, The Blog @JGUA|

Does Age Matter? The most frequent question that gets asked is, when is the best time to retire? The current average retirement age in the United States is 62.3 years for women and 64.6 years for men. The age that you do end up retiring will affect your finances. Determining the right age for [...]

Want to reduce your Medicare premium? Your charitable contributions could be the answer.
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Want to reduce your Medicare premium? Your charitable contributions could be the answer.

Charitable Giving, Investment Management, The Blog @JGUA

Want to reduce your Medicare premium? Your charitable contributions could be the answer.

By Brandi Graham, CTFA, CFP®|2019-01-10T11:47:34-05:00December 19th, 2017|Charitable Giving, Investment Management, The Blog @JGUA|

Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]