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The Rules on Working While on Disability
Working while collecting Social Security disability payments might sound like a conflict in terms, but it’s good to know that there are provisions in the code that allow for this–in fact, even encourage it as an incentive for folks to attempt…
Medicare and You at Age 65
The rules on signing up for Medicare at age 65 are often misunderstood, so check out this Q&A item from www.orlandosentinel.com. Even if you are covered by a plan via your employment, you should still register for Medicare. Check it out…
Thoughts on 2018 Changes that May Help Your Retirement Savings Strategy
Taylor Schulte, CFP®, in a post on www.kiplinger.com, provides a look at 2018 IRS changes that might be of interest to savers, and that could make a big difference in your retirement financing strategies. In addition to an update on the…
More on the Social Security Earnings Test
The Social Security “Earnings Test” tends to catch many early filers by surprise, so it’s a good idea to know the rules. Forbes contributor and noted Social Security specialist Laurence Kotlikoff explores the manner in which the rules apply to post-employment…
The Absolute Importance of Planning for Retirement
It’s something we all know, but unfortunately most of tend to push it to a back burner in the face of current-day priorities and what we consider to be more important, more urgent issues. And then, all of a sudden…
The Scammers Never Take a Break
It’s tax season, and guess what? There’s a new fraud technique in town! The Internal Revenue Service recently published alerts about a new variation on the ages-old scam where thieves try to pocket your income tax refund. It’s further proof…
Your SSN: To provide it or not…that’s the nagging question.
This is a recurring question in all quarters of the business world…must I provide my Social Security Number when a business asks (or demands) it? In a recent Social Security seminar conducted by the AMAC Foundation, this question arose and…
Social Security Celebrates Black History Month
(Source: Social Security Administration) In February, we honor African Americans by celebrating Black History Month. Created in 1926, this event coincides with Abraham Lincoln’s and Frederick Douglass’s birthdays. African American communities have celebrated these birthdays together for over 90 years.…
Homestretch Retirement Planning
You may not view it this way, but attaining age 50 is considered a wake-up call by many. It’s a plateau of sorts, and it’s a good time to take stock of where you are with respect to preparing for…
It’s Tax Time, and Here Are Some Options to Bolster Retirement Income
With so much media attention focused on the lack of savings among future retirees, it sometimes gets lost in the fog that the tax season presents some great opportunities to add to your future nest egg. For example, you can…