Changes to Social Security Claiming Strategies
The Bipartisan Budget Act of 2015 included a section titled “Closure of Unintended Loopholes” that ends two Social Security claiming strategies that have become increasingly popular over the last...
View ArticleTax Tips for the Self-Employed
Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges, especially when it comes to how...
View ArticleSaving or Investing: Is there a Difference?
Financially speaking, the terms “saving” and “investing” are often used interchangeably. But the concepts behind these terms actually have some important differences. Understanding these differences...
View ArticleKey Retirement and Tax Numbers for 2017
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and...
View ArticleNearing Retirement? Time to Get Focused.
If you’re within 10 years of retirement, you’ve probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting, even overwhelming. If you find...
View ArticleWhat are my health-care options if I retire early?
If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide medical coverage until you reach...
View ArticleHow to Get a Bigger Social Security Retirement Benefit
Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired workers receive benefits prior to their...
View ArticleWhat’s the difference between a direct and indirect rollover?
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution...
View ArticleBe Prepared to Retire in a Volatile Market
In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be large enough to provide a comfortable...
View ArticleMedicare and Your Employer Health Plan
If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll...
View ArticleChanges to Social Security Claiming Strategies
The Bipartisan Budget Act of 2015 included a section titled “Closure of Unintended Loopholes” that ends two Social Security claiming strategies that have become increasingly popular over the last...
View ArticleTax Tips for the Self-Employed
Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges, especially when it comes to how...
View ArticleSaving or Investing: Is there a Difference?
Financially speaking, the terms “saving” and “investing” are often used interchangeably. But the concepts behind these terms actually have some important differences. Understanding these differences...
View ArticleKey Retirement and Tax Numbers for 2017
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and...
View ArticleNearing Retirement? Time to Get Focused.
If you’re within 10 years of retirement, you’ve probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting, even overwhelming. If you find...
View ArticleWhat are my health-care options if I retire early?
If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide medical coverage until you reach...
View ArticleHow to Get a Bigger Social Security Retirement Benefit
Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72% of retired workers receive benefits prior to their...
View ArticleWhat’s the difference between a direct and indirect rollover?
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution...
View ArticleBe Prepared to Retire in a Volatile Market
In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be large enough to provide a comfortable...
View ArticleMedicare and Your Employer Health Plan
If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll...
View Article
