SimplyAdvised Blog

Quick and easy-to-read information regarding retirement strategies, estate planning, taxes, Social Security and more.

Five Ways to Maximize Your Social Security Benefits

Five Ways to Maximize Your Social Security Benefits

What would an income increase of 10% mean to your retirement? Would it afford you more freedom? More opportunity to travel? The ability to spoil your grandchildren? Or even the ability to buy that vacation home on the lake you’ve always dreamed of? For most Americans,...

401(k) vs. Traditional IRA vs. Roth IRA

401(k) vs. Traditional IRA vs. Roth IRA

Which retirement account is best for you? The world of personal investing, finance and retirement is filled with acronyms: traditional IRA, Roth IRA, 401(k), RMD, APR, ETF, FDIC and so many more. While they may seem intimidating, a degree in finance is not required to...

Six Common Social Security Questions

Six Common Social Security Questions

While the majority of Americans will collect Social Security at some point in their lives, not everyone fully understands the program. This program, which is often a vital part of a person’s retirement plan, is notorious for being confusing. Taking the time to gain a...

Five Retirement Planning Mistakes to Avoid

Five Retirement Planning Mistakes to Avoid

Many of us spend years looking forward to and planning for retirement. It’s only natural to want to enjoy the fruits of your labor and spend your golden years stress-free. That’s why it’s important to avoid making mistakes that could throw a wrench in your plans. A...

Five Ways to Minimize Your Taxes In Retirement

Five Ways to Minimize Your Taxes In Retirement

While many choose different paths for their retirement, there is one thing that stays constant: taxes. No, taxes don’t stop once you’re retired. They’re probably even more important to keep an eye on during retirement as you’re on a fixed income—meaning you don’t want...