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Category: Blog

05May
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White Paper - Are Your Allocations Right for RMDs?
By CKS Summit Groupin Blog, Library, White Papers - Library

White Paper - Are Your Allocations Right for RMDs?

Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit…

04May
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White Paper - Understanding Required Minimum Distributions
By CKS Summit Groupin Blog, Library, White Papers - Library

White Paper - Understanding Required Minimum Distributions

The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make…

03May
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White Paper - Market Math Made Simple
By CKS Summit Groupin Blog, Library, White Papers - Library

White Paper - Market Math Made Simple

Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens you basically have two options:…

02May
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White Paper - The Hard Lessons of Stock Market History
By CKS Summit Groupin Blog, Library, White Papers - Library

White Paper - The Hard Lessons of Stock Market History

If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than not. That’s an important…

01May
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So You're Retired - Now What?
By CKS Summit Groupin Articles, Blog, Library

So You're Retired - Now What?

Most qualified retirement plans offer significant tax benefits – if you’re willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s,…

01May
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How Social Security Works
By CKS Summit Groupin Articles, Blog, Library

How Social Security Works

The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety…

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