Resources
Our Resources
As a Focus Retirement Solutions client, our insights and resources on various topics are constantly at your disposal. But, as an experienced voice in the industry, we also publish our findings and perspectives for your benefit. From articles to podcasts and videos, see our latest Retirement-focused content below.
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November 04, 2026
Understanding and Managing Sequence of Returns Risk in Retirement
What is sequence of returns risk? Learn why timing matters in your retirement plan and how flexible withdrawals may support portfolio longevity.
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October 01, 2026
Exceptions to the 10% Early Retirement Withdrawal Tax
Not every retirement withdrawal before age 59½ triggers the additional 10% tax. Learn about common exceptions for IRAs and employer retirement plans.
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September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
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August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
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January 05, 2026
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Health care costs in retirement can be significant, with many U.S. retirees facing lifetime medical expenses that can reach well into the tens or even hundreds of thousands of dollars. This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
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October 27, 2025
What to Do With an Inherited IRA: 6 Options to Consider
Inherited an IRA? Whether you’re planning to leave one to your adult children or have recently inherited one, knowing your options is key. Learn 6 strategies to manage distributions, minimize taxes, and maximize your inheritance.
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April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
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April 02, 2025
What to Know About Inherited Retirement Accounts
Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.
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January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
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