At CKS Summit Group, we believe retirees should not rely solely on Social Security for retirement income because it’s designed to be a supplement, not a primary source, and may…
Tag: Tax
How Tax Planning Changes After You Retire
For many, retirement marks the end of earning a paycheck, but it’s not the end of paying taxes. In fact, retirement often brings new complexities when it comes to managing…
Get SMART About Your Retirement!
As the saying goes, there are only two certainties in life; death and taxes. The act of paying taxes is often a painful and miserable experience for most, but there…
CKS White Paper in the Spotlight - Understanding Required Minimum Distributions
In this White Paper from CKS Summit Group we take a look into government tax-incentivized Required Minimum Distributions (or RMDs). You’ll learn more about when to take the RMDs, how…