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Updated Dec. 22, 2019 – The SECURE Act was passed by both houses and signed by the President. See: SECURE Act on 401(k)s and IRAs Signed into Law. May 25, 2019 — The Democratic lead House of Representatives passed a bill this week, the Secure Act of 2019,…
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Category: Financial and taxes in retirement
May 4, 2019 — Were you born before Jan. 2, 1954? Are you married? Not already claiming a Social Security retirement benefit? If you answered yes to all of these questions, time is running out on a very valuable Social Security claiming strategy, the Restricted Benefit option. In brief,…
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Category: Financial and taxes in retirement
April 26, 2019 — The Social Security Trustees annual report is out, which shows some small changes in the status of Social Security. This year, 2019, will be the last time that the amount paid out…
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Category: Financial and taxes in retirement
April 22, 2019 — Have you been wondering how your retirement investments and strategies stack up to other people in your situation? Do you make the same types of investments as others… use a financial advisor… think you saved enough? Well, thanks to the almost 500 members who took the…
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Category: Financial and taxes in retirement
April 12, 2019 — It is always interesting to compare how we handle things vs. our peers and neighbors. So while it is not considered polite to discuss your finances and how you handle them, it is an important subject, and one that should not be ignored. Please fill out…
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Category: Financial and taxes in retirement
April 8, 2019 — Your Social Security benefit is one of the pillars of your retirement. To make the most of it you need to make smart choices on how and when you take it. Make a wrong move based on misinformation or lack of knowledge, and it could cost…
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Category: Financial and taxes in retirement
February 10, 2019 — If you have been reading this Blog for awhile you know that fixing Social Security is one of our pet issues. In 2034, if nothing is done, the system will start to fail the millions of Americans who are counting on Social Security for their retirement.
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Category: Financial and taxes in retirement
January 29, 2019 — Perhaps you have heard of the FIRE movement, which stands for Financial Independence, Retire Early. The idea is to retire in one’s late 30s or early 40s by a combination of aggressively cutting down on spending and amassing retirement savings. There are hundreds of thousands of…
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Category: Financial and taxes in retirement
Note: This is Module 2 in our Online Retirement Planning 101 Series. See end of article for full list. January 26, 2019 — The overwhelming #1 suggestion for our Retirement 101 series was “How to Retire on Less than $1 million” (smaller numbers were suggested to). Certainly most retirees…
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Category: Financial and taxes in retirement
December 11, 2018 — December 31 is the deadline for taking a Required Minimum Distribution (RMD) from your 401(k) or IRA if you are older than 70 and 1/2 (but if you turned 70 and 1/2 this year you have until April 1). Fines for not doing so are steep…
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