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.

  • Social Security Maximization
    Deciding when to take your Social Security can impact your retirement income plan. 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 by contacting a Cambridge Wealth Management Certified Financial Planner™.

  • 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 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.

    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.


  • Income Taxes and Your Social Security Benefit

    You may have to pay Federal Income taxes on your Social Security benefits. If your combined income is more than IRS thresholds, up to 85% of your benefits may be taxable. Click above to learn more >>.