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Tax Tips for Retirees
Until the men and women in Washington who write the tax law deliver on their promise to cut taxes, you’re stuck with the rules as they stand now. The linked article gives some ideas on trimming your tax tab. Read…
Saving For Retirement While Working in the Gig Economy
According to a new survey from Small Business Majority, four in ten self-employed workers do not have a retirement account. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet…
How to Have a Satisfying Retirement
According to an Employee Benefit Research Institute survey, when asked how retirement has turned out for them, 49 percent of recent respondents said “very satisfying,” 41 percent said “moderately satisfying,” and only 10 percent found it to be “not at…
Required Minimum Distribution Deadline is Fast Approaching
If you turned 70½ in 2016, you have to take your first RMD by April 1, 2017. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this…
Preparing for Retirement: Opt Out of Homeownership
According to a recent study from Bank of America Merrill Lynch, baby boomers are increasingly downsizing to smaller homes or opting out of homeownership entirely in order to prepare for retirement. Read article here… Notice: The link provided in the text…
Companies Setting Up Their Employees for Financial Security in Retirement
Unless you’ve been in the workforce a very long time with the same employer or work in certain public sector or union organizations, you will never know what a retirement pension, or defined benefits plan, looks like in real life. However, there are companies that…
Five Million Widows and Widowers Receive Social Security Benefits
Currently, there are about five million widows and widowers receiving monthly Social Security benefits based on their deceased spouse’s earnings record. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…
Twenty-Five Facts about Social Security
In a recent survey conducted by MassMutual Financial Group, results showed that just one respondent out of more than 1,500 was able to correctly answer just ten multiple choice or true/false questions about America’s Social Security program. Read article here……
Does Your Firm have a Phased Retirement Program?
According to a recent Society of Human Resource Managers report, only five percent of firms offer a formal phased retirement (reduction in hours for one or two years) program. Read article here… Notice: The link provided in the text above connects readers…
Why Taking Social Security Benefits Early is a Smart Move
There are at least three reasons why it’s smart to take your Social Security Benefits early. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this link…