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Retirement

This tag is associated with 8 posts

Friday Humor: To A Long and Healthy Retirement

A long-time retired, elderly couple were married for over sixty years. Although the man and women were not poor, they were far from being rich. They managed to get comfortably by skimping and watching their pennies. The elderly man and women were both in excellent health for their age, mainly because of the wife’s insistence … Continue reading

Social Security: The End of File and Suspend for Married Couples

Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of that agreement, they authorized the most significant change to Social Security policy seen in this century, disallowing two popular strategies people have used to try and maximize retirement benefits.1 The file-and-suspend claiming … Continue reading

The A, B, C & D of Medicare

(content for this post provided by third party)   Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from.   Parts A & B: Original Medicare. America created a national health insurance program for seniors in 1965 with … Continue reading

Friday Humor: The Ultimate Retirement Plan

An American businessman was at the pier of a small coastal Mexican village when a small boat with just one fisherman docked. Inside the small boat were several large yellowfin tuna. The American complimented the fisherman on the quality of his fish and asked how long it took to catch them. The fisherman replied that … Continue reading

Social Security Survivor Benefits: How do you claim them? How much can you receive?

(content for this post provided by third party) About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as much as 100% of your late spouse’s Social Security income.1,2 Some widows and widowers aren’t aware of these … Continue reading

Using CRUTs & CRATs to Sell Your Business Interest

These estate planning tools may also help in exit planning. (content for this post provided by third party)    Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning … Continue reading

2015 IRA Deadlines Are Approaching

(content for this post provided by third party vendor)   Here is what you need to know.   Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.   *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional … Continue reading

Are Americans Growing More Optimistic About Retiring?

Pragmatism seems to be replacing pessimism, at least. (content for this post provided by third party)     Is it okay to retire today? Many baby boomers shelved notions of retiring during the past few years. Layoffs, the decline in home values, the crushing bear market of 2007-09 – those memories were just too fresh, and … Continue reading

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