Category Archives: TOPIC – Financial Security

SLASHING SOCIAL SECURITY ISN’T NEEDED

Posted on March 22, 2017 by RetireUSA

RETIREMENT – ANDY LANDIS – In late 2016, Representative Sam Johnson (R-TX) recently introduced the “Social Security Reform Act of 2016 (HR 6489). http://samjohnson.house.gov/news/documentsingle.aspx?DocumentID=398516. Congress floats such proposals frequently, but Rep. Johnson’s bill is getting more attention—after all, he is … Continue reading →

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TAKING THE CONFUSION OUT OF SS SPOUSAL RULES

Posted on August 7, 2016 by RetireUSA

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 →

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PENDING RETIREMENT ACCOUNT CHANGES

Posted on February 29, 2016 by RetireUSA

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 →

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IS A REVERSE MORTGAGE IN YOUR FUTURE?

Posted on January 29, 2016 by RetireUSA

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 →

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ONE LAST WORD ON 2015 TAXES

Posted on December 29, 2015 by RetireUSA

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 →

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10 TIPS TO STRETCH YOUR RETIREMENT SAVINGS

Posted on December 15, 2015 by RetireUSA

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 →

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NEW RULES CHANGE SOCIAL SECURITY STRATEGIES

Posted on December 9, 2015 by RetireUSA

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 →

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IMPACT OF NEW SOCIAL SECURITY RULES ON YOU

Posted on November 17, 2015 by RetireUSA

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 →

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THE MATH BEHIND YOUR SOCIAL SECURITY PAYMENT

Posted on October 23, 2015 by RetireUSA

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 →

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WHAT YOU NEED TO KNOW ABOUT RECHARACTERIZATION

Posted on September 21, 2015 by RetireUSA

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 →

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