It’s
the end of an era, at least for Baby Boomers. Some have already retired; many
more can see the finish line of their working years....
There’s a common misconception that Medicare is a simple, automatic process when you turn 65. Nothing could be further from the truth. The responsibility to enroll...
Just
the thought of retirement is fraught with what-ifs. What if I live 30 or 40
years after I retire? What if I run out of...
IRA
rollovers are as common as drinking water. But if your rollover isn’t done
correctly, it can cost you taxes and penalties, sucking out money that...
To claim, or not to claim! Okay, that’s
a cheesy way to begin, but it points out a dilemma experienced by many older
folks when they’re...
Nobody has a crystal ball, but it’s certain that the American landscape is changing and the change is driven by the Millennial generation. Millennials...
When the Social Security and Medicare Trustees’ Report was released a few weeks ago, the news that the Medicare Part A hospital insurance trust...
It’s
shocking to say, but a large percentage of future retirees are woefully
misinformed about Social Security—how they claim benefits, when they claim
benefits, and how much...
If
you have an IRA then you know that at age 70 ½ the government forces you to
begin taking distributions so they can tax money...
“So, who do I want
to get my IRA? My spouse? My kids? But I don’t want to leave out the grandkids.
Oh, I’ll just fill...