Every tax season, the same question arises from Americans receiving Social Security. “Do I have to pay taxes on my Social Security benefit?” The...
70% of adults age 65 and older will need some kind of long-term care. Paying for it can be a problem. Alhambra's Bob Williams...
Divorce. It’s an ugly business. Not just in the emotional toll it takes on the couple calling it quits, but in time, money, other...
Retirement planning is one of those things you have to get right. It can make all the difference between the retirement you’ve dreamed of...
Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases to retirement plan contributions, catch-up...
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The government was more than happy...
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to...
There is a little-known rule connected to Roth IRAs that can benefit the surviving spouse of a deceased military member. It allows for a...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...