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Who We Are Why Us Planning Investments Services FAQ Learn Contact

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Great Courses: How To Plan For The Perfect Retirement See Dana’s Class On The Great Courses Control Your Retirement Destiny book cover Read Control Your Retirement Destiny Computer screen Check Out Our Upcoming Free Webinar Downloadable PDF Browse Our Free Resources Woman streaming a webinar Watch Recorded Webinars Control You Retirement Destiny podcast artwork Listen To The Podcast Woman sitting in office Meet Our Planners Via Video Start squeezin' orange image Sign Up For Our Free Monthly Newsletter Venn diagram Featured Post

How Does Medicare Work?

Medicare has several parts. Here's an overview of what it covers, when to enroll, and how much it costs.

March 17, 2023 ·
Retirement Planning
How Does Medicare Work?

How Taxes Work in Retirement

Taxes continue in retirement. Here are the rules that await you as your income sources shift.

March 12, 2023 ·
Tax Planning
How Taxes Work in Retirement

IRA Rollovers, IRA Transfers, and 15 Other IRA Basics

Individual Retirement Accounts, called IRAs, are one of the most common and accessible ways to save for retirement. Over the years, the rules governing IRAs have changed. Many people think they know how an IRA works or what they can do with it, but every week I still surprise people with some of the IRA facts I share below. 1.... View Article

March 3, 2023 ·
Investing for Retirement
IRA Rollovers, IRA Transfers, and 15 Other IRA Basics

Free Online Retirement Class

Our next free online retirement class is How to Plan for Taxes in Retirement on March 30, 2023.

October 13, 2022 ·
Retirement Classes
Free Online Retirement Class

Sensible Money Ranks on Inc. 5000 List of Fastest-Growing Companies

Dana here. We, as a firm, received an incredible honor this August. We found out Sensible Money ranks among the 2022 Inc. 5000’s list of fastest-growing privately owned companies in America. As the founder, I’m a bit awe-struck that we’ve been able to take our work from myself and one and a half employees to the fifteen-strong and growing team... View Article

August 24, 2022 ·
Sensible Money Office
Sensible Money Ranks on Inc. 5000 List of Fastest-Growing Companies

How Required Minimum Distributions Work

Tax-deferred growth is the winning feature of retirement accounts — traditional IRAs, SEP-IRAs, SIMPLE IRAS, SARSEP IRAs, Roth IRAs, 401(k)s and the like. But, except for distributions from a Roth IRA, you can’t defer income taxes forever. In fact, upon reaching age 72, the IRS requires that you start withdrawing as ordinary income a portion of the money in your... View Article

June 24, 2022 ·
Retirement Planning
How Required Minimum Distributions Work

At What Age Should I Start 401(k) Withdrawals?

There are plenty of best practices for growing your money in a 401(k), but in this article, we tackle the rules related to the age at which you can withdraw from 401(k) plans. By withdrawal, we mean taking money out of the plan (preferably gradually), paying your taxes on the withdrawal amount, and spending it. A rollover to an IRA... View Article

June 14, 2022 ·
401ks Retirement Planning
At What Age Should I Start 401(k) Withdrawals?

How to Get Maximum Social Security Survivor Benefits

Social Security widow and widower benefit rules are complex. The maximum amount of Social Security survivor benefits you are entitled to rests on a host of variables, including your age, the age of the deceased, and how old your spouse was when they began their benefits. Below we lay out the rules. Then we go through a practical example of... View Article

July 9, 2021 ·
Social Security
How to Get Maximum Social Security Survivor Benefits

How to Navigate the Transition to Retirement

You’ve thought about retirement for years. Now, here you are getting close, and you feel… anxious, nervous, and for some, even terrified. After putting away money for so long, the thought of spending that savings makes all kinds of questions race through your mind. What if the market goes down? What if you don’t have enough? What if a health... View Article

July 7, 2021 ·
Retirement Planning

When Can You Retire? Maybe now.

It may be hard to believe, but not everyone wants to retire. However, for those who do, the most common question is, “How quickly can I make retirement happen?” Once you’re ready to retire, it seems the last day of work can’t come soon enough. We’ve worked with many folks who even keep a retirement countdown app on their phone,... View Article

July 1, 2021 ·
Retirement Planning
When Can You Retire? Maybe now.
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The Inc. 5000 list published in August 2022 at Inc.com ranks U.S.-based, independent, privately held companies according to percentage growth from 2018 to 2021 as measured by company tax returns. To qualify, companies must have a minimum revenue of $2 million in 2021. The Inc. 5000 List is based on criteria established by Inc.com. Participation in the list is by application and requires the applicant pay a fee. See Inc.com for more information.

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