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Retirement Insights

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Social Security
Capital Gains Distributions from Mutual Funds – a Silver Lining? Sep 17, 2019

Capital Gains Distributions from Mutual Funds – a Silver Lining?

As we are nearing the end of the year, mutual fund companies will soon be releasing estimates on capital gains distributions within their various fund offerings. For owners of mutual funds in non-qualified accounts, these distributions will result in taxable gains at current capital gains rates of 0-20% depending upon tax bracket.

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Social Security
The Psychological Impact of Retiring Sep 10, 2019

The Psychological Impact of Retiring

Knowing if you can financially retire is important but many don't anticipate the psychological changes that also accompany retirement.

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Social Security
Your ExxonMobil Retirement Specialists Sep 04, 2019

Your ExxonMobil Retirement Specialists

The Ashcroft Pesek Group’s sole focus is helping former employees of the energy company get the most out of their retirement benefits.

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Social Security
Tax Implications at Retirement Sep 03, 2019

Tax Implications at Retirement

The following article is part two in a series on important tax related decisions our clients encounter at retirement. For additional insights, follow our team at www.BairdRetirementManagement.com

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Social Security
Pre-Medicare Age Retirement Risks and Healthcare Fragility Aug 27, 2019

Pre-Medicare Age Retirement Risks and Healthcare Fragility

More than half of all workers age 50 and older lost their long-held jobs because they were laid off or otherwise forced to leave involuntarily, a new study says.

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Social Security
August 2019 BP Segment Rate Summary Aug 21, 2019

August 2019 BP Segment Rate Summary

Curious if your BP lump sum went up or down? Find out in this month's newsletter.

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Social Security
7 Things to Know About HSAs in Retirement Aug 20, 2019

7 Things to Know About HSAs in Retirement

There’s a lot to know about HSAs, so we’ve pulled together seven need-to-know bits of information to answer some pressing questions we find retirees asking – especially those on high deductible plans.

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Social Security
July 2019 Chevron Segment Rate Summary Aug 15, 2019

July 2019 Chevron Segment Rate Summary

Did your Chevron lump sum go up or down this month? Find out in this month's newsletter.

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Social Security
How to Think About When to Take Social Security: Part 2 of 3 Aug 13, 2019

How to Think About When to Take Social Security: Part 2 of 3

In part two of this series on How to Think About When to Take Social Security, we will cover the considerations for taking Social Security at full retirement age.

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