Browsing: Retirement

This is a real case and the facts are as reported to us by the wife of an elder and her daughters. Wife is 82 and…

The earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you…

With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and…

Recent articles have noted the excellent economic statistics we are seeing today, many of which are the best in a generation. The labor market is flourishing,…

A Health Savings Account, often called an HSA, allows you to pay for some medical expenses with tax-free money. As you can imagine, there are limits…

Time is running out. You need to develop and execute a two-year plan to avoid the major tax increases that are likely to come. The Tax…

If you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching. Leverage makes your job as…

At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023,…

If you have a big wad in a pretax IRA, sit down with your accountant now. Taxes are likely headed higher. By William Baldwin, Forbes Staff…

North Carolina has a long track record for managing one of the best public pension plans in the U.S. Moody’s Investors Services recently reported that North…