Retirement Planning Archives - Page 6 of 6 - Benchmark Financial Group, LLC

Beyond Retirement Planning: What to Know About Taxes and Leaving a Legacy

by David Raetz | Apr 6, 2021 | Retirement, Retirement Planning

A lot goes into retirement planning, and it is essential to know what other details lie beyond the planning process. Some of those items include taxes on income moving forward and properly planning details regarding the legacy for your estate. If you are a federal...

Properly Preparing for Your Retirement to Avoid Delays

by David Raetz | Mar 8, 2021 | Retirement, Retirement Planning

In January 2021, the Office of Personnel Management retirement backlog hit a new high, rising to 37%. It is typical for many employees to retire towards the end of the calendar year to maximize their benefits. However, the backlog didn’t surge due to an overwhelming...

Next Entries »

Be the First to Know: Webinars, News, and More

Sign up for our email list to stay up to date with the latest news, resources, and opportunities from Benchmark Financial Group. Get updates on upcoming webinars, helpful insights, and tools to support your journey.

Beyond Retirement Planning: What to Know About Taxes and Leaving a Legacy

Properly Preparing for Your Retirement to Avoid Delays

Recent Posts

Categories

Subscribe to Our Newsletter

You have Successfully Subscribed!

Be the First to Know: Webinars, News, and More

You have Successfully Subscribed!