How to Make Last-Minute IRA Contributions
If you hurry, you can still lower your 2022 tax bill. Yes, it’s true. While most tax-saving actions must be completed by year-end to count for that year’s return, taxpayers can continue making contributions to […]
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5 Things That Matter More Than Money for a Happy Retirement
Retirement is a stage of life that most of us eagerly anticipate. After all, those well prepared for retirement have given their time, energy, and emotions to a long and successful career. And now, FINALLY, […]
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How to Claim Domicile to Save on Taxes in Retirement
Relocating in retirement is relatively common, especially to a state with nicer weather, lower property taxes, and low (or no) income taxes. But establishing domicile for tax-saving purposes during retirement can be a complex and […]
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Four Reasons to Delay Social Security Benefits
At a certain point in our adult working lives, we set a countdown to retirement. And the clock is ticking for those nearing 62—the age at which you can start collecting Social Security benefits. By […]
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How Secure is Social Security?
Long touted as a program that would ensure the “American Dream,” the Social Security system – one of the critical achievements of President Franklin D. Roosevelt – was created in 1935 to promote economic security. […]
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Beyond the 401k: The “Where to Invest Next” Order of Operations
The goal of retirement is to live out your golden years in comfort, correct? Then it’s critical to make the most of your retirement savings strategy. And for many, contributing to an employer-sponsored 401k plan […]
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