Before You Can Retire, You Must Do This

PLUS: Got a Big IRA? A CRT May Be for You
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Kiplinger Special Report
BUILDING WEALTH
5 Things You Need to Decide Before You Can Retire

If you want to finally call it quits and retire, you have to make sure all your bases are covered. Barbara Shapiro of HMS Financial Group highlights five things that you have to think through. Plus: Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits

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Worried about Passing Down a Big IRA? Consider a CRT

Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past, writes James J. Ferraro of Argent Trust Company. Plus: Shrink Your RMDs in 2021 and Beyond

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SPONSORED CONTENT FROM NORTHERN TRUST
2021 Wealth Planning Outlook: Renewed Purpose
These are Your 3 Financial Advisors in Your Area

The coming year holds unique promise and, as in other pivotal times in history, we are likely to emerge more united, wiser and with renewed purpose. Explore five areas for change and opportunity in your wealth plan from Northern Trust.

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Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well

Being prepared is going to feel great – you’ll see! As you work your way down the list, make sure you communicate your decisions with your loved ones, advises Joelle Spear of Canby Financial Advisors. Plus: Should I Start Gifting Money (or Even My House) to My Kids?

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Is the Traditional 60/40 Portfolio Truly Dead? Or Just Hibernating?

Why it makes sense to look for alternatives to bonds, according to Brian Spinelli of Halbert Hargrove. Plus: 8 Investing Lessons Learned from an Insane 2020

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4 Ways Broke Grad Students Can Raise Their Income While Still in School

Graduate students can lighten their financial load by targeting specific opportunities as they complete their studies. Matt J. Goren of The American College of Financial Services lists four places to start looking. Plus: 9 Key Practices to Make College Pay Off

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SPONSORED CONTENT FROM VANGUARD PERSONAL ADVISOR
Plan Your Retirement Income with Vanguard

Vanguard Personal Advisor Services® is built to provide you an ongoing collaboration with our professional advisors — no matter where you are. Our advisors are salaried and don't earn commissions, so they'll always put your best interests first. Take the first step with Vanguard today.

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