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Briefcase Study: The Tax Torpedo

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Summer 2019, Summer 2019, Tax Planning by Scott Dougan

In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best to begin receiving Social Security benefits at age 62 or wait until age 66 and 6 months, their Full Retirement Age (FRA) with Social Security. I was reminded how important …

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Back to the Basics: Seven Factors in Determining Retirement Age

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Retirement, SLC Summer 2019, Summer 2019 by Scott Dougan

Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’ a litany of decisions arise that must be carefully …