Lynn Nolan

Director, Retirement Planning Services
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Lynn Nolan

Lynn Nolan is director, Retirement Planning Services at Penn Mutual, where she works closely with Penn Mutual’s agents and producers, helping them understand the challenges and opportunities their clients face in planning for retirement. She blogs about retirement planning strategies and the opportunities people often overlook.

Lynn has been delivering solutions for pre-retirement planning via qualified plans and IRAs and post-retirement income planning including distribution and legacy planning for almost 15 years. She holds CLU, ChFC, CASL, RICP (Retirement Income Certified Professional) and Series 6 and 63 certifications.

She has a Bachelor of Arts degree from Penn State University and has completed graduate work at Villanova University.

Stories by Lynn Nolan

Social Security Changes You Need To Know

By Lynn Nolan | January 5, 2016

The Bipartisan Budget Act of 2015 signed into law November 2, 2015 effectively eliminates two popular Social Security claiming strategies: file and suspend and file restricted.

The Eight Myths of Small Business Retirement Planning

By Lynn Nolan | May 26, 2015

When you love what you do, it’s natural to plan to work through retirement, but that’s not always possible. Here are eight common myths about retirement planning that often trip up small business owners.

Retirement Planning Week is a Time for Action

By Lynn Nolan | April 14, 2015

This week is Retirement Planning Week. It’s a week for action, not for contemplation. What does that mean for you? Here are five specific actions you can take this week.

The Two Secrets to a Successful Small Business Retirement

By Lynn Nolan | March 24, 2015

Like so much else in business, owners need a plan — a strategy — to prepare properly for retirement.

Hidden Dangers of Retirement: Taxation

By Lynn Nolan | October 28, 2014

There is this myth that when you retire you’re going to be in a lower tax bracket. Maybe you are, maybe you aren’t. Most people focus on saving money for retirement, but few put any planning into how to withdraw the money in the most tax-efficient way.

You Will Probably Retire Earlier Than You Expect

By Lynn Nolan | August 15, 2014

Data from Social Security and the Employee Benefit Research Institute (EBRI) show that people retire much sooner than they plan to.