As a long-forgotten TV detective used to say, “Just the facts Ma’am, just the facts.” In any discussion about Roth IRAs there can be...
You’ve been working on
your retirement plan for years, making adjustments here and there so retirement
will be everything you’ve dreamed of. But have you planned...
Still looking for ways to keep the IRS’s hand out of your pocket at tax time? If so, you still have time to make...
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...
I was having a
conversation about retirement health insurance with an acquaintance of mine who
just retired. He’s a former corporate executive—an analytical person—who’s
always done his...
For a long time, government employees have claimed that Social Security was not fair to them, that they were penalized because they worked for...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
For the first time in U.S. history, more than 20% of retirement age workers are choosing to stay in the workforce. That’s more than...