Category Archives: TOPIC – Financial Security

TAKING THE CONFUSION OUT OF SS SPOUSAL RULES

RETIREMENT – ANDY LANDIS – Congress tweaked one rule for spousal benefits in in last year’s Bipartisan Budget Act of 2015 (BBA 2015). Since then confusion reigns supreme. No, spousal payments didn’t end on April 30. Instead, an obscure claiming … Continue reading

Posted in Andy Baxter, TOPIC - Financial Security | Tagged , | Comments Off on TAKING THE CONFUSION OUT OF SS SPOUSAL RULES

PENDING RETIREMENT ACCOUNT CHANGES

IRA ADVICE – ED SLOTT – Recently President Obama released his Fiscal Year 2017 Budget – his final budget proposal as President of the United States. Having seen none of his 14 retirement account-related proposals from last year’s budget enacted, … Continue reading

Posted in Ed Slott, TOPIC - Financial Security | Comments Off on PENDING RETIREMENT ACCOUNT CHANGES

IS A REVERSE MORTGAGE IN YOUR FUTURE?

REAL ESTATE – ELLEE CELLER, REALTOR –- For those of us who are eligible for a Reverse Mortgage (RM for short) it can be a good thing or a bad thing.  I have seen it played out both ways. GOOD: … Continue reading

Posted in Ellee Celler, TOPIC - Financial Security, TOPIC - Money | Tagged | Comments Off on IS A REVERSE MORTGAGE IN YOUR FUTURE?

ONE LAST WORD ON 2015 TAXES

IRA ADVICE – ED SLOTT – It’s taken almost a full year – literally – but Congress has passed (and the President has signed) the PATH Act, which will include the much anticipated extenders bill. However, this isn’t your run-of-the-mill … Continue reading

Posted in Ed Slott, TOPIC - Financial Security, TOPIC - Money | Comments Off on ONE LAST WORD ON 2015 TAXES

10 TIPS TO STRETCH YOUR RETIREMENT SAVINGS

KEEPING ACTIVE – DAVE BERNARD – Those of us living the retired life are lucky in so many ways. We have the freedom to spend our days doing what we most enjoy. We are no longer subject to the stress … Continue reading

Posted in Dave Bernard, TOPIC - Financial Security, TOPIC - Keeping Active | Tagged | Comments Off on 10 TIPS TO STRETCH YOUR RETIREMENT SAVINGS

NEW RULES CHANGE SOCIAL SECURITY STRATEGIES

THINKING RETIREMENT – ANDY LANDIS – As I reported last month on my blog, the Bipartisan Budget Act of 2015 (BBA 2015) became law Nov. 2, 2015. Several key provisions of Social Security were changed, including two filing strategies, some … Continue reading

Posted in Andy Landis, TOPIC - Financial Security, TOPIC - Insurance | Tagged | Comments Off on NEW RULES CHANGE SOCIAL SECURITY STRATEGIES

IMPACT OF NEW SOCIAL SECURITY RULES ON YOU

IRA ADVICE – ED SLOTT – Retirement planning for millions of Americans has changed dramatically. On November 2, President Obama signed into law the Bipartisan Budget Act of 2015, which had a significant impact on both Medicare Part B participants and … Continue reading

Posted in Ed Slott, TOPIC - Financial Security, TOPIC - Money | Comments Off on IMPACT OF NEW SOCIAL SECURITY RULES ON YOU

THE MATH BEHIND YOUR SOCIAL SECURITY PAYMENT

THINKING RETIREMENT – ANDY LANDIS – Let’s go back to school to study the math behind your Social Security. A little understanding of the numbers goes a long way to avoiding retirement surprises and shortfalls. Like other pension systems, your … Continue reading

Posted in Andy Landis, TOPIC - Financial Security | Comments Off on THE MATH BEHIND YOUR SOCIAL SECURITY PAYMENT

WHAT YOU NEED TO KNOW ABOUT RECHARACTERIZATION

IRA ADVICE – ED SLOTT – October will be here before you know it. I know this because I have already seen Halloween candy in the grocery store and Sarah’s blog on the recharacterization’s value reminded me. October 15 is … Continue reading

Posted in Ed Slott, TOPIC - Financial Security | Tagged , , | Comments Off on WHAT YOU NEED TO KNOW ABOUT RECHARACTERIZATION

THE DEFINITIVE GUIDE TO THE “BACK-DOOR ROTH”

IRA ADVICE – ED SLOTT – Chances are that, by now, you’ve heard of a retirement planning strategy known to many as the “Back-Door Roth.” But what is it? Why is it important? What are the potential traps and how … Continue reading

Posted in Ed Slott, TOPIC - Financial Security | Tagged , | Comments Off on THE DEFINITIVE GUIDE TO THE “BACK-DOOR ROTH”