Applying for Benefits
Forms, documentation, and maybe even deadlines - it's all part of the process to start your retirement plan payments or other benefits. Learn more here.
Looking Ahead
Wherever you live - or plan to live - check to see if you are eligible for any state or local tax exemptions and/or deductions. Find out more here.
Handling Money
Longevity, inflation, routine expenses, and not-so-routine expenses. Here are some tips to help you manage your retirement "spend down" plan.
Take Care of Yourself
It's not just what you eat, it's how you live, too. Staying active and engaged at any age, can help you stay healthy. Here is some food for thought.

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Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.