Year-End Odds and Ends For Retirees
It’s November, and with just two months left in the year, a host of financial and investment-related tasks that seemed easy to back-burner earlier in the year are coming up […]
The Lucky 37
Although the IRS imposes income tax on the Social Security benefits of certain senior citizens, the majority of states don’t. In fact, only 13 states tax Social Security benefits, and […]
401(k) Rumblings
The 401(k) plan has been in the news of late, as lawmakers have turned their focus on the tax system. In order to increase current tax revenue (without having to […]
A Taxing Matter
It’s one thing to build up your retirement savings so you can retire, but equally important is the planning you should do to minimize the tax bite after retirement. The […]
How Earned Income Affects Social Security Benefits in Retirement
Many people continue to work beyond retirement age, either by choice or out of necessity. But if you are receiving Social Security benefits, you need to be aware of how […]