Articles by Jeremy Keil
- Ideas and Innovation for Financial Advisors - Advisorpedia
Get the Most From Your Pension Lump Sum or Monthly Annuity
Do you plan on claiming your pension soon? Make sure you consider all your available options before making the irrevocable decision. #retirement
- Ideas and Innovation for Financial Advisors - Advisorpedia
Retire Now or Wait? A High-Stakes Choice With Long-Term Consequences
Does it make sense to retire now… or is staying even two to seven more years’ worth far more to your lifetime retirement plan?
- Ideas and Innovation for Financial Advisors - Advisorpedia
Age 59½ Isn’t the Gatekeeper to Retirement Anymore
If most of your retirement savings are in a 401k, waiting until 59½ may mean you’re working years longer than you actually need to.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Retirement Can Feel Confusing — And How To Turn It Into Your Most Fulfilling Chapter
Especially those approaching or entering retirement to talk about why this transition can feel unsettling and how to approach it with intention.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Retirement Income Made Simple: How To Choose the Right Account and Lower Taxes
Today I cover two simple strategies that can make your retirement withdrawals easier — and could even lower your tax bill along the way.
- Podcasts
How to Discover Your Retirement Spending Needs
How to Discover Your Retirement Spending Needs