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Try It NOWCategory: Financial and taxes in retirement
July 28, 2015 — If you were hoping for great news in the annual report from the Social Security Trustees, you will be disappointed – the program’s trust funds will still be exhausted in less than 20 years. However if you were looking for a doomsday report, you won’t find…
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Category: Financial and taxes in retirement
May 30, 2015 — One of the most important subjects about retirement is how much you can take out of your retirement funds. Withdraw too much too soon, and you run out of money for your old age. Take out too little, and you shortchange your fun – plus leave…
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Category: Financial and taxes in retirement
March 27, 2015 — So you are pretty sure you are financially literate and no one could scam you – better watch out! A recent study by researchers at DePaul University and the Rush University Medical Center came up with this scary result: Seniors who got financially related answers wrong,…
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Category: Financial and taxes in retirement
March 23, 2015 — It is no secret that there are millions of baby boomers who are wondering how on earth they are ever going to have enough money to retire. From many comments made on this site we know that a lot of you have those worries, so we…
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Category: Financial and taxes in retirement
March 20, 2015 — If you have a 401(k) and/or an IRA, and you turned 70 and 1/2 last year, you have a very big deadline coming on April 1. That is the date by which you must have taken your first Required Minimum Distribution (RMD), or face significant penalties.
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Category: Financial and taxes in retirement
March 17, 2015 — In our book you can’t just be too prepared for retirement – it’s just too important to take a chance on not enjoying it. This is Part II of our Retirement Preparation Quiz, here is where you can find the Part I Quiz. This…
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Category: Financial and taxes in retirement
Update Nov. 15, 2015: The Budget Bill signed into law in late 2015 dramatically changes the popular “File and Suspend” strategy discussed here. People who can take advantage of it by April 1, 2016 are grandfathered, but depending on your birth date, the strategy has gone away for other folks.
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Category: Financial and taxes in retirement
By Billy and Akaisha Kaderli At the age of 62, we are beginning our 25th year of financial independence. That is quite a feat! From the beaches on Nevis, West Indies, to the shores of Phuket, Thailand we have traveled extensively through these decades, and what a ride it’s been!…
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Category: Financial and taxes in retirement
January 11, 2015 — We baby boomers are conflicted about retirement in so many ways. For example we spend a lot of time planning to find a place where we can pursue our dreams, yet fail to consider how those dreams might change in 20 years. We worry about our…
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Category: Financial and taxes in retirement
December 20, 2014 — Last December we posted an article asking women to tell us what they were looking for in a financial advisor, along with their war stories on how it went when they did find one. Many did, and others also asked us to continue on with a…
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