Resources to help you transition

  • IRA Rollover Chart
    Highly informative IRS rollover chart on rolling to & from: Roth IRA, Traditional IRA, SIMPLE IRA, SEP-IRA, Governmental 457(b), Qualified Plan1/ 401(k) (pre-tax), 403(b) (pre-tax).
    Tip: Consider "catching up" on your IRA
    Investors aged 50 or older can add an additional $1,000 annually.
    SCHEDULE YOUR FREE CONSULTATION >>

  • Social Security Maximization
    Social Security claiming strategies are complex and there are many confusing rules on benefits. Find out the optimal strategy for maximizing your Social Security benefit. A Certified Financial Planner™ will help you every step of the way.

  • Social Security Administration
    Government website for the Social Security Administration: information on benefits, statements, card replacements, and more.

  • Treasury Bond Information
    Government savings bonds website: offers a calculator to determine current bond values, guidance on replacing lost bonds, transferring ownership of bonds, and other helpful information.

 


Retiree Healthcare

  • Medicare
    Medicare.gov: government medicare website providing information on coverage, eligibility, and helpful publications.

  • Medicare Enrollment Assistance
    A public service of the U.S. Administration on Aging connects you to your local State Health Insurance Assistance Program (SHIP). SHIPs provide free, in depth, one-on-one insurance counseling, information, and enrollment assistance to Medicare beneficiaries, their families, friends, and caregivers.

  • American Heart Association
    Information on risk awareness, early warning signs, support groups.

  • HealthFinder
    U.S. Dept. of Health and Human Services: Healthy lifestyle topics, links to government agencies, and more.


Elder Care & Family Support

Whether it be consulting with attorneys specializing in estate planning, or guiding you through the financial situations you’re facing, Cambridge Wealth Management can help you to-and-through this process.

  • Elder Care Resources
    A public service of the U.S. Administration on Aging connecting you to services for older adults and their families. Caregivers can find local agencies that provide home and community-based services such as transportation, meals, home care, and support assistance.

  • Lotsa Helping Hands
    A user-friendly site designed to help those who are helping others. On-line private group calendars help keep all caregivers up-to-date and in sync.

  • Caring.com
    The leading online destination for those seeking information and support as they care for their aging loved ones. Their mission is a simple one: To help the helpers.


Taxes