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Money Matter$

Insights from the Sommers Financial Management Team

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When should I take Social Security?

It’s not surprising that the majority of people take social security as early as they can at age 62 - over 34% in 2018 - although from a financial standpoint almost no one should. Perhaps the early-takers thought “it might not be there later”. However, we are dealing with the federal government...

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Delay Taking Your RMD - Even Beyond 2020

At age 72, the government is ready to begin collecting tax on all of your deferred income and growth inside your IRAs and 401(k)s but you want to avoid paying the tax. What can you do? There are a least four legitimate strategies to delay or avoid taking RMDs.

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