Latest News
To Wait or Not to Wait
If you are waiting to see if President-elect Donald Trump’s tax reform will be enacted next year before filing for your Social Security benefit, you may want to read this article. Read article here… Notice: The link provided in the text…
Time For a Long-Term Plan
Every individual wants a stable lifetime income but only a few recognize the need for a long-term plan. 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…
Life Reinspired
Life Reinspired is a program to walk people through creating their best retirement. 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 is valid on…
Longevity Income Annuities
New tax rules now allow not only 401(k) plans but also Individual Retirement Accounts (IRAs) and 403(b) tax-sheltered annuities to convert their retirement nest eggs into longevity income annuities. Read article here… Notice: The link provided in the text above connects readers…
Don’t Miss Out
Kevin McCormally, Chief Content Officer for Kiplinger, informs us of the most-overlooked tax breaks for the newly retired. 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…
Are You Willing?
According to a survey conducted by the University of Maryland’s Program for Public Consultation, fifty-nine percent of the participants would back stringent measures to wipe out the shortfall in Social Security. Read article here… AMAC has crafted a proposed legislative framework designed…
COBRA, Retiree Plans, VA Benefits Don’t Alleviate Need To Sign Up For Medicare
(By Susan Jaffe for Kaiser Health News) When Cindy Hunter received her Medicare card in the mail last spring, she said she “didn’t know a lot about Medicare.” She and her husband, retired teachers who live in a Philadelphia suburb,…
High Earners Medicare Premiums
In Money magazine Ask the Expert column, Elizabeth O’Brien answers a question about paying extra Medicare Premiums for High Earners. Read her answer here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…
Women: Is it Worth it to Work Longer?
For those women who took time out of the workforce to raise a family, those years of zero earnings are factored into their benefit calculation. This can lower their Social Security benefits, so working into retirement may be worth it. Read…
Do You Want to Save?
In John Wasik’s column for Forbes, he outlines four ways to save more for retirement and college. 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…