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Try It NOWCategory: Financial and taxes in retirement
June 23, 2016 — The 2016 report of the independent Trustees of Social Security is out, and the news is nothing to be too happy about. Both Medicare and Social Security will soon be paying out more than they take in. The only small blessing for those currently receiving Social…
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Category: Financial and taxes in retirement
May 25, 2016 — We’ve seen a flurry of studies articles over the past few months that suggest that empty nesters aren’t doing a good enough job of saving. It seems like once the kids and the costs associated with them are gone, most people spend the extra money instead…
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Category: Financial and taxes in retirement
February 16, 2016 — Even if you are not retired yet you have probably received several statements from the Social Security Agency over the years. That is because the Agency mails Statements to workers at ages 25, 30, 35, 40, 45, 50, 55, 60 and older. They go out three…
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Category: Financial and taxes in retirement
February 10, 2016 — The sad truth is that millions of baby boomers are ending up retired well before their target age, which is usually around 65. In fact a 2015 study from the Employee Benefit Research Institute found that 50% of retirees stopped working earlier than they had…
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Category: Financial and taxes in retirement
February 2, 2016 — Social Security – so misunderstood. And unfortunately, that misinformation causes many people to make very costly decisions. This article will talk about how one of those decisions – filing early and deciding not to work any more because of fear that earnings will be taken away…
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Category: Financial and taxes in retirement
December 28, 2015 — You only have a few days left to do it, but you can now once again make a qualified charitable donation from your IRA in 2015, and not have that donation count as taxable income. The re-authorization of The IRA Charitable Rollover provision is one of…
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Category: Financial and taxes in retirement
Note: This article compiles information from a Social Security Office or Retirement and Disability Report: Taxation of Social Security Income. Note that we are not tax professionals – consult your accountant or other expert before you make any important decisions on this issue. December 18, 2015 — Many…
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Category: Financial and taxes in retirement
December 6, 2015 — If you have a 401(k) and/or an IRA, and you turned 70 and 1/2 in 2014 or earlier, you have a very big deadline coming December 31. That is the date by which you must take your annual Required Minimum Distribution (RMD), or face significant penalties.
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Category: Financial and taxes in retirement
Nov 30 Update: It is a little tricky to get the ebook for free, but you can do it. Use this link and find the link that says 0.00 to Buy. Click on that, not the Amazon/Kindle unlimited option (you have to be a subscriber for that). Then…
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Category: Financial and taxes in retirement
November 24, 2015 — There are many classic examples of the kind of mistake made by your Topretirements.com editor. They include experts who don’t listen to their own advice: the cobbler with holes in his soles, the doctor who still smokes, the plumber with a leaky faucet – you get…
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