Retirement

IRAs Know No Age

It used to be that American workers set their sights on retiring at 65; that was the magic age, the golden number. Then, things...

How to Calculate Taxes on Social Security Benefits

“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
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The Social Security Fairness Act

For a long time, government employees have claimed that Social Security was not fair to them, that they were...

A Solution to Filing Estimated Taxes in Retirement

When you were working, paying all your taxes was not that big a deal (even though it was painful)....

Another Medicare Enrollment Period—Already

Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare...

How Much do Seniors Really Spend on Healthcare?

What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a...

New 401(k) Flexibility Rules

To retire, or not to retire. That’s the question yet to be answered by a new IRS ruling that...

Don’t Forget the Spousal IRA

For much of American history, most households were single income families—dad went to work and mom stayed home keeping...