Susan B. Garland
Latest articles by Susan B. Garland
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A Roth Conversion Boosts Medicare Costs
retirement Medicare beneficiaries who convert to a Roth IRA should plan for an unexpected cost: higher Part B premiums.
By Susan B. Garland Published
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Make the Most of a Survivor Benefit
retirement If you're eligible for a Social Security survivor benefit, you might be better off claiming the survivor benefit first and switching to your own benefit later.
By Susan B. Garland Published
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Leave Your Kids a Tax-Free Legacy
retirement Converting your traditional IRA to a Roth can be a boon for children and grandchildren.
By Susan B. Garland Published
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Prepare for a New Tax Year
taxes Engage in some midyear planning to take advantage of special tax rules and breaks for 2009.
By Susan B. Garland Published
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Protect Heirs From State Estate Taxes
retirement An estate plan that avoids federal estate tax may face state estate levies.
By Susan B. Garland Published
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Find Health Coverage Before Medicare
retirement Whether you retired early by choice or not, you do have options if you no longer have access to employer health insurance.
By Susan B. Garland Published
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A Gift to Your Spouse
retirement Prepare a financial plan that will protect your spouse after you die or if you become seriously ill.
By Susan B. Garland Published
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To Pay or Not to Pay Off the House
real estate Paying off the mortgage may feel good, but it's not always a financially wise thing to do.
By Susan B. Garland Published
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Retirees and the Shrinking Nest Egg
Making Your Money Last Preretirees and retirees have taken the brunt of the downturn. These tools can help make the best of it.
By Susan B. Garland Published
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Stretch Your Nest Egg by Cutting Spending
Making Your Money Last Overspending during tough economic times can jeopardize a retiree's financial future.
By Susan B. Garland Published
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What Will Make You Truly Happy in Retirement?
retirement A North Carolina workshop helps soul searchers create plans for a meaningful retirement.
By Susan B. Garland Published
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Tactics for Taking Social Security
retirement Two little-known techniques can help stretch your benefits, especially if you're married.
By Susan B. Garland Published
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Retire to Paris? I Was Hoping for Milwaukee
retirement If your retirement dreams don't match your spouse's, start talking now to bridge the divide.
By Susan B. Garland Published
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Buy a Retirement House Now or Later?
Making Your Money Last Financing a second home if you're years away from retiring can be tricky business.
By Susan B. Garland Published
Making Your Money Last