Windward Private Wealth Management

Windward Private Wealth Management

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Retirement Savings & Income Planning

Home » Retirement Savings & Income Planning » Page 4

Retirement Investors Get Boost from Washington

Posted on: December 30, 2022

Retirement Investors Get Boost from Washington

Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress  last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping … [Read more...]

Filed Under: Current Events, Recent Posts, Retirement Savings & Income Planning

Merging Your Money When You Marry

Posted on: December 22, 2022

Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Getting Started, Retirement Savings & Income Planning

Year-End Considerations

Posted on: December 16, 2022

year end tax planning

What Issues Should I Consider Before the End of the Year? Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee … [Read more...]

Filed Under: Income Tax Planning, Recent Posts, Retirement Savings & Income Planning

How Much Annual Income Can Your Retirement Portfolio Provide?

Posted on: October 11, 2022

Medicare

Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring … [Read more...]

Filed Under: Financially Independent, Retirement Savings & Income Planning

Social Security: What Should You Do at Age 62?

Posted on: September 14, 2022

social security

Is 62 your lucky number? If you're eligible, that's the earliest age you can start receiving Social Security retirement benefits. Although collecting early retirement benefits makes sense for some people, there's a major drawback to consider: If you start collecting benefits early, your monthly … [Read more...]

Filed Under: Financially Independent, Recent Posts, Retirement Savings & Income Planning

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Recent Posts

  • 529 Plan Distribution Rules May 29, 2025
  • Updating an Estate Plan May 15, 2025
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  • Reviewing Tax Returns While Retired April 4, 2025
  • Reviewing Tax Returns While Working March 28, 2025
  • Qualified Charitable Distributions March 14, 2025
  • Cash Flow Considerations February 28, 2025
  • Tax Document Collection Checklist February 14, 2025
  • RMD Considerations January 31, 2025
  • Year-End Considerations November 27, 2024

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
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851 NW 45th St., Suite 106 Kansas City, MO 64116
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Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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