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245 Waterman St Ste 301 Providence, RI 02906

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  • Toll Free: 1. 888. 277. 5968
  • RI: 401. 453. 5550
  • TX: 972. 563. 8990

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The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?
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Newsletters

  • Passive, Active, or Both?

    Index funds or traditional actively managed funds: Which approach, or both, is most effective?

  • Talk About These Money Matters Before the Wedding

    Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.

  • Famous People Who Died Without Proper Planning

    Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

  • IRA Strategies: After-Tax Money and the Pro-Rata Rule

    The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

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Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

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*In Texas we are Cornerstone Money Management, LLC

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