RMDs by year-end deadline

The IRS recently published a reminder for those aged 73 and older of the deadline to take required minimum distributions (RMDs) from individual retirement arrangements (IRAs) and other retirement plans. The SECURE 2.0 Act raised the age at which account…

Continue Reading »

Don’t fall into these traps when applying for benefits

Signing up for either Social Security or Medicare should not be so confusing. It is easy to fall into certain traps that could cost you thousands of dollars. Why? First, when you sign up for Medicare, you do so on…

Continue Reading »

Shortage of accessible homes for retirees

The baby boomers are facing a new retirement problem: affordable and accessible homes in which to age. In a recent study by Redfin, over three-quarters of all boomers plan to stay in their current homes.  However, there are problems with…

Continue Reading »

History of Social Security

Lallan Schoenstein takes a look at the development of Social Security over the years and analyzes where we are today and why we need to protect it. Read here… As an example of the leading thoughts on reforming Social Security,…

Continue Reading »

Detailed Explanation of the Social Security “Fairness” Act

Andrew G Biggs gives insight into why public employees who don’t participate in Social Security are not being cheated when their Social Security benefits are offset because of their pensions. When you understand how the Social Security formula works, you…

Continue Reading »

Q & A View More Answers »

“Ask Rusty – About How Medicare Premiums Are Determined”

Dear Rusty: Please explain the Medicare premium increase based on income reported to Social Security? For those of us that waited to draw Social Security until age 70, and who are still working – drawing a salary, and planning to…

Continue Reading »

Popular Questions

Handy Tools & Calculators View All »

Website by Geiger Computers