Rachel L. Sheedy
Latest articles by Rachel L. Sheedy
-
5 Tips to Deal With Market Volatility
Markets Down 650 points one day.
By Rachel L. Sheedy • Published
-
A Retiree's Guide to Key Dates in 2019
Financial Planning When ringing in a new year, many people resolve to be better organized or improve how they manage their finances.
By Eleanor Laise • Last updated
-
Restricted Application Social Security Strategy Is on Its Way Out
social security If you're a boomer turning 66 in 2019, you should take advantage of this claiming strategy to boost your retirement income.
By Rachel L. Sheedy • Published
-
5 Last-Minute Tax Moves Fit for Retirees
retirement The clock is ticking to make tax-saving moves by year-end.
By Rachel L. Sheedy • Last updated
-
Medicare Premiums to Rise Slightly in 2019
Medicare A possible workaround: See if you qualify for a Medicare surcharge waiver.
By Rachel L. Sheedy • Published
-
How to Handle Taking a Final RMD After Death
IRAs Heirs are responsible for the last required minimum distribution when someone dies. Here's how it works.
By Rachel L. Sheedy • Published
-
Retirees, Year-End Moves to Trim Your Tax Tab
retirement The coming tax-filing season will be full of twists and turns.
By Rachel L. Sheedy • Published
-
Last Chance to Undo a Roth Conversion
retirement The window is closing fast to ask your IRA custodian to put that Roth money back into a traditional IRA before the break disappears for good.
By Rachel L. Sheedy • Published
-
6 Ways to Build a Roth Retirement Nest Egg
retirement Building up a Roth nest egg can pay off in spades for retirees.
By Rachel L. Sheedy • Published