The state of health care in the United States continues to be one of the most controversial issues of the day. Many things are starting to change in response to the Affordable Care Act, for example, as are the ways that we →
Even after you enter retirement and are no longer earning a wage (or even if you just cut back your work schedule for a “working retirement”), you still need to do tax planning. Your retirement income is still generally subject to federal →
With seniors enjoying longer lives, but having fewer defined benefit pension plans to rely on to fund their retirement years, many are finding creative ways to cut back on their living expenses. Those who haven’t been able to save enough to enjoy →
Even though many of the assumptions have changed regarding what retirement looks like and how we act during retirement, one thing has remained relatively constant: the timing of retirement is closely related to eligibility for federal Social Security retirement benefits.
For example, some →
When individuals come up with a long-term retirement plans, individually managed accounts such as IRAs and 401(k)s are likely to make up most, if not all, of their planning. These accounts are certainly essential to long-term success as they provide sizable tax →