I remember years ago at a previous employer, several of us left for new jobs within a few weeks of each other. On a...
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...
Since the Roth IRA was created by the Taxpayer Relief Act of 1997, it’ been an appealing addition to retirement planning. While contributions to...
The crystal balls are coming out early this year as financial prognosticators make projections about Social Security payouts in 2021. Because of the COVID-19...
It’s just human nature. When we buy something, we want to pay the lowest price and get the best deal. That same principle applies...
When the Social Security and Medicare Trustees’ Report was released a few weeks ago, the news that the Medicare Part A hospital insurance trust...
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...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during almost 30 years in...
I can, I will, I can’t, I won’t. Those are all responses we’ve heard in the past two years about deciding to retire. The...
Social Security is usually thought of in terms of an individual’s retirement benefit. But it’s equally important to understand the benefits of Social Security...