Latest News
IRS Ups the Volume on Its Latest Scam Warning
Coming on the heels of major announcements and warnings about the newest scam involving Income Tax refunds and stolen Social Security numbers, IRS officials report that the number of potential victims has soared from a few hundred to “several thousand…
Ex-Spouse Benefits And How They Affect You
(Source: Social Security Administration) Just like during tax season, it’s good to have all the information you need early so you can prepare and get any money you are due. If you are age 62, unmarried, and divorced from someone…
Understanding Governmental Assistance: SSI, SSDI, and Social Security
It can be confusing at times, trying to get a handle on how government programs designed to provide finance assistance to segments of the American public actually work. In an article posted on milestone.legalexaminer.com by Milestone Consulting’s John Bair, the…
Some Important Social Security Details to Know
Beyond the basics, there are several key–albeit at times obscure–rules in Social Security that can be important to your plans for drawing benefits from the system. Social Security Public Affairs Specialist Josh Weller, in a post on www.9news.com, recaps five…
Thinking About an Off-Shore Retirement Destination? Here are some Things You Should Know.
It’s more than simply picking a place to move to. You should consider medical care, language difficulties, transportation capabilities, social engagement, taxes, and the relative cost of living, just to name a few factors. An article posted by www.personalcapital.com provides…
An Update on the Taxation of Your Social Security Benefits
Heading into the depths of tax season, the question of how much of one’s Social Security benefit is taxable tends to cause some confusion. I a post today on www.forbes.com, staffer Kelly Phillips Erb provides a comprehensive explanation of this…
Strategies for Bolstering 401(k)s
Using strategies like in-plan Roth conversions, where pre-tax dollars can be converted to after-tax dollars without leaving the account, people fitting a certain financial profile can improve the use of their accumulated wealth in retirement. Check out this article by…
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…
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…
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…