Did you Fund Your IRA for 2015?
If you’re someone who does their own taxes through a program like Turbo Tax, you’ve probably run into this scenario: as you finish up the review portion, the program will […]
Social Security and Income Taxes – will you have to pay them?
Social Security still makes up a large chunk of the retirement income pie (about 35% for the average American). It may come as a surprise to some that up to […]
Social Security – Changes to File-and-Suspend and Restricted Applications Clarified
The Social Security Administration issued an emergency message late Friday to its field offices explaining how to implement changes that will ban future retirees from claiming only spousal benefits at […]
Tax Breaks for the Newly Retired
Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect us change as our lives change. This can present opportunities […]
Estate Planning and Retirement
If you’ve done everything right, estate planning will be an issue that needs addressing. With proper planning and flexibility during retirement odds are in your favor that there will be […]