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Do You Know Who Your Beneficiaries Are? Click here for an important video

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IRA and Retirement Plan Inheritance Rules

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules

SECURE 2.0 Act

SECURE Act Changed IRA and Retirement Plan Inheritance Rules

Retirement Planning

Retirement Planning Key Numbers for 2023 and 2024

Social Security*

Social Security Retirement Benefit Basics

Taxes**

Income Tax Key Numbers for 2023 and 2024

Maryland MOLST*** - Maryland Residents only

* This material is being provided for general information and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or used as primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is strongly recommended that each individual meet with a Social Security representative who can address his/her specific situation. A wealth of information, including interactive calculators, can be found a the Social Security Administration's website: http://www.ssa.gov/pgm/retirement.htm.
**Tax services are not offered through, or supervised by, Capital Analysts or Lincoln Investment.
***When you click the link above, you will be directed to a third-party site. We make no representation as to the completeness or accuracy of information provided at the third party web sites. Nor are we liable for any information you receive arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting.