Tim Holter Financial Planner at Prudential

In light of potentially massive cross-generational tax bills on any #retirement account #inheritance under the 2019 #SECUREAct, @Prudential shares some actions #retirees can take now to minimize #IRA and #401k #taxes for beneficiaries.

Did you know? Same-sex couples who were married and subsequently divorced may be eligible for Social Security benefits no matter which state they reside in. Learn more about what divorcing individuals approaching retirement need to know about #SocialSecurity benefits.

The #SECUREAct of 2019 ended the stretch IRA as we knew it. Now, most taxpayers who inherit an #IRA must cash out those assets and pay taxes on them within 10 years. Here’s how to be better prepared.

Don’t be caught off guard: the change in withdrawal rules under the 2019 #SECUREAct is dramatic, accelerating taxes due on an inherited #IRA from the beneficiary’s remaining lifetime to just 10 years. We share some pointers on what you can do to minimize impact.

Did you know? Widows and widowers can integrate Social Security worker and survivor benefits to maximize the income they provide. Learn more about ways widows and widowers can maximize #SocialSecurity benefits:

Successful #401k and #IRA saver? Check. Raised children with successful careers? Check. Are you in trouble tax-wise? Check. Read what the #SECUREAct means for you.

Longevity poses a challenge for those seeking a more secure retirement plan. For National Retirement Security Months, let's discuss how to plan for a long and healthy retirement. #NationalRetirementSecurityMonth

With all the changes going on in workplaces across the country since #COVID19, your #insurance and benefits needs might have changed, too. Here’s some advice on how to make best use of #OpenEnrollment season.

Congress has increased the tax liability of your #401k and #IRA if you don’t spend those assets in #retirement. Learn what you can do to limit any damage.

If market volatility has you feeling worried, it’s important not to let emotions get in the way. Here are 5 things to consider when markets start moving.

Uncertain markets don’t have to mean losing sleep. Not when you have guaranteed retirement income you can count on, no matter what the market does.

Prudential has weathered over 145 years’ worth of crises and trials, emerging from each one stronger. We’re here for you now, to guide you and help however we can.

To all the dads, thank you for all you do. Happy Father's Day!

Happy Father's Day!!!!!!!!

Married couples nearing retirement may find it beneficial for the spouse eligible for the lower Social Security payments to start collecting his/her worker benefit early, while delaying the other spouse’s benefits. Here are more #socialsecurity claiming tips for married couples: https://www.prudential.com//04_Sj9CPykssy0xPLMnMz0vMAfIjo/

Happy Memorial Day to all as we honor those who have served.

Don’t panic when you look at your 401(k)if you’re nearing #retirement and the markets are down, here are six ways you can still take control of your future. https://www.prudential.com/advisor/Timothy-Holter

#HappyMothersDay to all mothers and mother figures who give your all to make a way for your kids. You are appreciated.