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McAdams Group, LLC

McAdams Group, LLC

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McAdams Group continues to serve our community with dedication and care — we’re proud to grow with you.

For a company focused on finance, McAdams Group, LLC looks like a company focused on people, family and community.

09/04/2026

That Medicare notice arriving this month may contain changes that affect next year’s costs or coverage. Read it before Open Enrollment begins October 15.

More retirement resources: https://bit.ly/4gBVZzu

Photos from McAdams Group, LLC's post 09/04/2026

This Labor Day weekend, someone at a family gathering may say, 'I think I am ready to retire next year.' It sounds like one question. In practice, the answer may depend on five connected decisions.

Which accounts should create income first? How much market risk can the plan absorb? What healthcare costs should be considered? Are estate documents and beneficiaries aligned? What will pay the bills during both strong and difficult markets?

The S.A.F.E.R. review gives those questions a structure.

Book a Strategy Session: https://bit.ly/4h9euv7

Photos from McAdams Group, LLC's post 09/01/2026

September is a useful retirement-planning checkpoint. Estimated taxes, Medicare notices, RMDs and year-end tax decisions are starting to converge.

Use the next few months to review what still needs attention—not just what has a deadline.

Start here: https://bit.ly/4xt9BTt

08/31/2026

The RMD deadline is not the ideal time to begin the RMD conversation.

Before required distributions begin, three questions may be more useful:
1. Which accounts are likely to create taxable income later?
2. Are there withdrawal or Roth-conversion decisions worth evaluating earlier?
3. How could future income interact with Medicare costs, charitable goals, or the amount left invested?

The objective is not to predict everything. It is to understand which choices may narrow once distributions become required.

Explore RMD events and resources: https://bit.ly/4gGaOzw

08/28/2026

Earlier planning may include reviewing account types, future taxable income, charitable intentions, potential Roth-conversion windows, and how required distributions could interact with other retirement decisions.

The goal is not to avoid every tax. It is to understand the choices before some of them narrow.

Explore RMD events and resources: https://bit.ly/4gEzt7V

Photos from McAdams Group, LLC's post 08/26/2026

Four retirement decisions can change the tax picture:

1. Which account provides the next dollar of income
2. When Social Security begins
3. Whether a Roth conversion is worth evaluating
4. When capital gains are realized

Each decision may affect taxable income, future RMDs, and income-related Medicare considerations. That is why the “best” choice cannot usually be determined by looking at one transaction or one year in isolation.

Bring the four questions into a coordinated Strategy Session: https://bit.ly/4glt2HN

08/24/2026

Your 2026 Medicare premium may be based on income reported two years earlier.

The standard Part B premium is $202.90 per month in 2026. Income-related Medicare adjustments may apply when 2024 modified adjusted gross income exceeded $109,000 for an individual or $218,000 for a married couple filing jointly.

That is why retirement tax decisions can have a healthcare-cost effect. A Roth conversion, large realized gain, or retirement-account distribution may increase income used for the premium calculation. On the other hand, a recent retirement, work reduction, or other qualifying life-changing event may support a request for a new IRMAA determination.

The takeaway is not “avoid income.” It is “model the connected decisions before acting.”

Book a S.A.F.E.R. Strategy Session: https://bit.ly/4qyPu3D

Source:2026 Medicare Costs
https://bit.ly/4wKh53c

08/21/2026

One of the most useful parts of a retirement seminar is hearing someone else ask the question you were already thinking.

At McAdams events, the conversation is practical: RMDs, taxes, estate planning, retirement income, healthcare, and the decisions families face as retirement gets closer. You can listen, take notes, ask a question, and leave with a clearer idea of what deserves attention next.

See upcoming seminars and webinars at https://bit.ly/4cy2gto

08/19/2026

August is Make-A-Will Month, which makes this a useful time to ask a better question than “Do we have a will?”

Ask whether the complete plan would be usable by the people who may need it.

• Do retirement-account and insurance beneficiaries still match your wishes?
• Are financial and healthcare decision-makers current?
• If a trust is part of the plan, are the right assets titled or coordinated with it?
• Does the family know where the documents are and whom to call?

A signed document matters. Coordination and communication are what help a family use it.

Start the Estate Planning Questionnaire and explore upcoming resources: https://bit.ly/4gFimDU

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Location

Cordova

Category

Financial planner

Telephone

+19015570990

Website

Address


98 Timber Creek Drive
Cordova, TN
38018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm