Five Things to Know When Transitioning to Retirement - Rodgers & Associates
Free Retirement Guide

Five Things to Know When Transitioning to Retirement

The year before and year after you retire are critical for many reasons. The decisions you make set the course for the rest of your life, and some can be hard to reverse. We wrote this guide to answer some of the most common questions we hear—and to help you chart a course towards financial stability and a purposeful retirement.

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In this guide, we’ll cover:

Taking a closer look at Social Security benefits

For most Americans, Social Security is the primary source of retirement income. But less than half feel confident they under­stand it. Our guide covers 11 aspects of Social Security benefits everyone should know.

Handling your employer retirement plan

Do you have a retirement plan through your employer? If you do, you may have a choice to make: do you want to receive monthly payments for the rest of your life, or a single lump sum? Either way, there are some rules to be aware of.

Creating a steady paycheck after employment

Securing a regular, recurring source of retirement income used to be simple. While inflation and market fluctu­a­tions have now made things a bit more compli­cated, there are still several options for soon-to-be retirees to consider.

Understanding what Medicare means for you

Medicare can be one of the trickiest parts of retirement planning. In this guide, we’ll cover the basics of Medicare from A to D. We’ll also look at eligi­bility, enrollment, and key deadlines to watch out for.

Paying income taxes during retirement

From pensions and IRAs to Social Security checks, many sources of retirement income are taxed. However, tax rates are often lower than regular income taxes—and payment options can be more flexible.

Watch Lee Pelko, a Rodgers & Associates Adviser, discuss this guide on Good Day PA