Broker Check

April 2024: Retirement Readiness

| April 02, 2024

This month’s Retirement Readiness newsletter features helpful information about avoiding the red flags that might trigger an IRS audit, key questions to answer before taking social security, tips for protecting your digital estate, and considersations regarding medicare. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.