Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.