Creating Your Own Retirement Income
When it comes to withdrawing a “paycheck” from their retirement savings, many retirees say they prefer not to spend “principal.” However, capital gains are an important source of return—and potential […]
Change is Afoot
In the next 24-48 hours, we will know for certain the fate of the Tax Cuts and Jobs Act. With the House voting to pass the reconciled bill this morning*, […]
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 […]
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 […]