Bill Corley, CFP, RICP | 850 Iron Point Road | Suite 104 | Folsom CA | 95630 (916) 223-4023

Resources

ACRONYMS

ACRONYMS

  • AGI: Gross Income
  • AIME: Average Indexed Monthly Earnings
  • COLA: Cost-of-Living-Adjustment
  • FRA: Full Retirement Age
  • GPO: Government Pension Offset
  • IRA: Individual Retirement Account
  • OASDI: Old Age, Survivor, and Disability Insurance
  • PIA: Primary Insurance Amount
  • RMD: Required Minimum Distribution
  • WEP: Windfall Elimination Provision
BOOKS & ARTICLES

BOOKS & ARTICLES

REWIREMENT

Rewiring the Way You Think About Retirement!

- Jamie P. Hopkins


RETIREMENT

Retirement Planning and Income Planning for Successful Retirement Living

- Ron Acker


ESSENTIAL RETIREMENT PLANNING

for Solo Agers

- Sara Zeff Geber, PhD


GET WHAT'S YOURS

The Revised Secrets to Maxing Out Your Social Security

- Laurence Kotlikoff, Philip Moeller, Paul Solman


INNOVATIVE STRATEGIES

TO HELP MAXIMIZE SOCIAL SECURITY BENEFITS

- James Mahaney, VP,

Strategic Initiatives

Courtesy of PRUDENTIAL 2015

Click on this link to view the article:

http://research.prudential.com/do

cuments/rp/InnovativeSocialSecurityNov

2012.pdf

 

Estimate Your Retirement Benefits

Estimate Your Retirement Benefits

www.socialsecurity.gov

Set up your personal Social Security account online.

 

CALCULATE YOUR SAVINGS NEEDS

https://tools.finra.org/retirement_calculator/


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