Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go shopping to make sure you’ve...
Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I just wait until October when...
Your plans for retirement are right on track. In fact, you’ve done so well that you could actually retire early. The only problem is,...
You started taking your Social Security benefit. It seemed like the right thing to do at the time, but now you’re not sure. It...
The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...
Traditional (Traditional IRAs, SEP, SIMPLE, SARSEP)
RMDs begin at age 73
In 2033 the RMD age goes to 75
An IRA owner must calculate the RMD separately...
Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be because of inflation, or being...
It’s time for another Medicare enrollment period. I know! From October into December, we were bombarded with what seems like a never-ending stream of...
An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's claimed. Alhambra's Bob Williams explains.
Every tax season, the same question arises from Americans receiving Social Security. “Do I have to pay taxes on my Social Security benefit?” The...