Posts Tagged ‘Annuities’
Enrolling in Medicare
Unlike Social Security, the age for Medicare eligibility is the same for everyone: 65 years old, no matter what year you were born. If you have already filed for Social…
Read MoreWays to Avoid Financial Scams
According to a recent survey, about two-thirds of adults age 70 and older fall for online scammers. Here are some tips to remember about some of the latest frauds:1 Medicare…
Read MoreSocial Security: Deciding Which Benefit a Survivor Should Take
Let’s face it: Deciding when to draw Social Security benefits is not always an easy matter. It doesn’t get any easier when one spouse dies. On top of grief and…
Read MoreRoth IRA vs. Roth 401(k)
The Roth IRA, established by the Taxpayer Relief Act of 1997, offered a new twist to the traditional IRA — namely, after-tax contributions. What this means is that a Roth…
Read MoreFinancial Strategies in 2018
One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has…
Read MoreDigital Tools for Tax Season
Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure…
Read MoreA Look at the Potential Effects of Tax Reform
The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use…
Read MoreThe Ultimate Guide to Claiming Your Social Security Benefits
If you’re nearing retirement, chances are you’re paying closer attention to your social security statement these days. But the truth is, that doesn’t even begin to tell you the whole…
Read MoreWomen’s Issues and Retirement
In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with…
Read MoreKeep an Eye on Interest Rates
Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The…
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