Is Inflation Threatening Your Retirement Plans? Here's How to Protect Your Future Inflation has been making headlines recently, and its impact is being felt in everyday life—from rising grocery bills to higher gas prices. For retirees and those planning for their...

Searching for Steady Income in Retirement? Here's What You Need to Know Planning for retirement can be overwhelming, especially when it comes to ensuring a reliable income stream. With yields at historic lows and market fluctuations impacting portfolios, retirees are...

At Hazard & Siegel, we’re committed to helping clients make sense of new legislation—and to seize the opportunities it presents. The One Big Beautiful Bill Act (signed into law July 4, 2025) includes several provisions that directly affect individuals aged 65 and...

For many retirees, Social Security benefits represent a significant part of their retirement income. However, one question that often arises is: "Are Social Security benefits taxable?" Understanding the answer can help you plan more effectively for your financial...

Maximizing Retirement Savings: Understanding IRA and 401(k) Rollover Opportunities When it comes to retirement planning, making the right decisions about your savings can significantly impact your financial future. One of the most crucial decisions investors face is...

As we approach the tax season, it's essential to stay informed about the latest tax rules affecting Individual Retirement Accounts (IRAs). Understanding these changes can help you make informed decisions about your retirement savings and tax planning strategies. IRA...

Planning for retirement may seem overwhelming, but the earlier you start, the more secure your financial future will be. Whether you’re just beginning your career or nearing retirement, here are key steps to take at every stage of life. In Your 20s: Start Early, Build...

A Roth conversion is the process of transferring funds from a traditional IRA or another pre-tax retirement account into a Roth IRA. This financial strategy can offer significant benefits, including tax-free growth and withdrawals in retirement. However, it also comes...

What Are RMDs? If you have a tax-deferred retirement account, such as a traditional IRA or 401(k), understanding Required Minimum Distributions (RMDs) is essential for proper financial planning. The IRS mandates these withdrawals to ensure that individuals do not...