Oct 13, 2015 | Do You Know, Pension Parameters, Retirement Plans
A highly informative investmentnews.com piece by Mary Beth Franklin headlined How Social Security claiming strategies affect Medicare premiums notes that “although Social Security benefits are likely to be frozen at current levels in 2016 because of negligible...
Oct 11, 2015 | Do You Know, Risk and Rewards, ROTH
“When you withdraw money from your investment accounts, the big question is: in what order? From taxable accounts first? Tax-deferred?” Good questions all, and in an excellent adviceiq.com piece headlined Which Accounts to Tap First? Sean Condon outlines some...
Oct 8, 2015 | Asset Allocation, Boomer Retirement, Do You Know, Planning for Longevity, Protect Your Family, Retirement Plans
We’ve said it before, and we’ll say it again: Social Security can be a maze, and sensibly navigating the system can put significant dollars in your pocket. “Considering so many Americans rely on Social Security for a good piece of their retirement funding, you’d...
Oct 6, 2015 | 401k, Asset Allocation, Boomer Retirement, Pension Parameters, Planning for Longevity, Protect Your Family, Retirement Plans
We’re accustomed to seeing some of the best retirement stories—and ideas—in usnews.com pieces, and as this recent one points out, “even if you feel you aren’t yet completely prepared for retirement, there is still time to correct mistakes, no matter what stage...
Oct 4, 2015 | Tax Planning and Deductions
WASHINGTON — The Internal Revenue Service [on Sept. 28] urged taxpayers whose tax-filing extension runs out on Oct. 15 to double check their returns for often-overlooked tax benefits and then file their returns electronically using IRS e-file or the Free File system....
