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Try It NOWCategory: 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: Baby Boomer Retirement Issues
March 3, 2015 — Note: Last year the class of 1964, the group that kicked off the baby boom when they arrived on the planet in 1946, had their 50th high school reunions. Thank you to the almost 300 members who took the time to contribute your valuable…
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Category: Active adult communities
March 11, 2015 — Whether you are in the shiny model home or the posh real estate office, it’s the positive that gets accentuated when you go looking at retirement real estate. According to the enthusiastic salesperson the amenities are great, the fees are low, and the neighbors – well,…
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Category: Singles and Retirement
March 16, 2015 — Charlene and many other women members of Topretirements have asked us if we have any plans to post a question like: “Where did you retire as a single and why?” It seems like a great question, so here goes. We are hoping to hear from many…
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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
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 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 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: Baby Boomer Retirement Issues
April 1, 2015 — We were surprised recently by a group of commenters who took umbrage at the notion that you can work and also be retired. Their more traditional view was that if you are retired, you don’t work, period. A few even quoted dictionary definitions to support their…
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