Latest News
Don’t Let Obama Proposals Sidetrack Financial Planning
The White House has issued a flurry of proposals since early 2014, many aimed at scaling back provisions that benefit those with higher incomes and greater wealth. At stake are some of the smartest financial strategies available, such as saving for college in 529 plans, bequeathing your Roth individual retirement account to your children and the file-and-suspend tactic used to maximize Social Security benefits….Here is a rundown of investments or strategies that could be affected…Read More…
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.