Browsing: Retirement

Former president Donald Trump’s plan to repeal the tax on Social Security benefits would lower taxes for US households by an average of $550, according to…

Just about any Medicare beneficiary who takes prescription medications has heard about the donut hole. It has had quite an interesting history. When Part D prescription…

One of the most commonly quoted pieces of investment advice (or cliché) is you want to buy low and sell high. It’s as simplistic, as it’s…

Retirement accounts are protected from creditors and lawsuits most of the time, but not all the time. You should know the circumstances when an IRA or…

Sometimes aging loved ones start out in one state and then move to a different state to retire. They carefully do their estate planning where they…

An increasingly popular way to avoid probate and other estate planning issues is the transfer on death or payable on death account. There can be more…

Before converting a traditional IRA to a Roth IRA, residents of states with income taxes should review how their states will treat the transactions. Under federal…

I’ve been the host of The Retirement Answer Man podcast for over ten years now. I try not to overshare my life on the show because…

The dentist is always telling you, and your aging loved ones to brush and floss. Get those regular dental checkups. Pay attention to your oral health.…

Fe deral Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic of key aspects of tax planning,…