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retirement

Find a Great Place to Retire
happy retirement

Find a Great Place to Retire

Our cities provide plenty of space to spread out without skimping on health care or other amenities.
July 2, 2020
Searching for the Perfect Place to Retire
Empty Nesters

Searching for the Perfect Place to Retire

We home in on two places with less traffic and lower costs. 
July 2, 2020
10 IRS Audit Red Flags for Retirees
retirement

10 IRS Audit Red Flags for Retirees

Watch out: These things can increase the chances that the IRS will give your tax return a closer look.
July 1, 2020
Travel the World Without Leaving Home in Retirement
Travel

Travel the World Without Leaving Home in Retirement

You can still visit museums and marvel at their great works of art, tour historical landmarks and stroll through foreign cities ... from the comfort o…
July 1, 2020
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Exit Strategies for Charitable Remainder Trusts
estate planning

Exit Strategies for Charitable Remainder Trusts

CRTs offer tax and income-planning flexibility as life changes over the years.
July 1, 2020

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Did You Know You Can Start, Stop and Then Restart Social Security?
social security

Did You Know You Can Start, Stop and Then Restart Social Security?

Check out Social Security claiming strategies (some familiar and others you may never have heard of) that could help those in or near retirement durin…
June 29, 2020
Resources for alternative forms of transportation needed by many older adults
retirement

Resources for alternative forms of transportation needed by many older adults

For many older adults, having an alternative mode of transportation may be the difference between independence and social isolation.
June 29, 2020
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Stay on Top of RMD Rule Changes for 2020
required minimum distributions (RMDs)

Stay on Top of RMD Rule Changes for 2020

Between the SECURE Act and the CARES Act, the landscape has changed for RMDs this year. You don’t need to take one, for instance. And if you already h…
June 29, 2020
For Pilots, Retirement Planning Is No Place to Wing It
retirement

For Pilots, Retirement Planning Is No Place to Wing It

Some special circumstances make pilots prime candidates for needing professional financial advice.
June 29, 2020
14 Social Security Tasks You Can Do Online
retirement

14 Social Security Tasks You Can Do Online

Why visit a government office to get your Social Security business done? You can do much of that online.
June 26, 2020
Stars Align for Some Special Wealth Planning Opportunities
Roth IRAs

Stars Align for Some Special Wealth Planning Opportunities

A confluence of special tax, interest rate and market circumstances makes this a great time to execute income and wealth planning strategies that can …
June 26, 2020
Retirees Get Another Break with Expansion of RMD Waiver
required minimum distributions (RMDs)

Retirees Get Another Break with Expansion of RMD Waiver

The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to u…
June 24, 2020
Tax Changes and Key Amounts for the 2020 Tax Year
tax law

Tax Changes and Key Amounts for the 2020 Tax Year

Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020
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12 Ways to Get Your Retirement Plan Back on Track
retirement planning

12 Ways to Get Your Retirement Plan Back on Track

If your financial situation hits a rough spot, there are a number of things you can do to get your retirement plan moving in the right direction again…
June 19, 2020
What's My Social Security Full Retirement Age?
social security

What's My Social Security Full Retirement Age?

Your full retirement age is the age at which you are eligible to receive 100% of your Social Security retirement benefit. When the Social Security Act…
June 18, 2020
Retirement Savings Calculator
retirement planning

Retirement Savings Calculator

Our exclusive Retirement Savings Calculator will help you estimate the future value of your retirement savings and determine how much more you need to…
June 18, 2020
Calculate Your Required Minimum Distribution From IRAs
required minimum distributions (RMDs)

Calculate Your Required Minimum Distribution From IRAs

RMDs are suspended for 2020. This helps seniors protect retirement savings affected by the coronavirus-induced economic meltdown. But even if you're n…
June 18, 2020
State-by-State Guide to Taxes on Retirees
retirement

State-by-State Guide to Taxes on Retirees

Click on any state in the map below for a detailed summary of taxes on retirement income, property and purchases, as well as special tax breaks for se…
June 18, 2020
Will Your Stimulus Check Increase the Tax on Your Social Security Benefits?
income tax

Will Your Stimulus Check Increase the Tax on Your Social Security Benefits?

It comes down to whether your stimulus check will boost your "provisional income."
June 18, 2020
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COVID-19 Exposes Cracks in Financial Equality for Women
retirement

COVID-19 Exposes Cracks in Financial Equality for Women

Women are more vulnerable during this time of financial upheaval. Here’s why and some steps they can take to help improve their outlook long term.
June 18, 2020
Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
retirement

Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion

Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
June 17, 2020
Top 10 Estate Planning Tips in a Time of Coronavirus
estate planning

Top 10 Estate Planning Tips in a Time of Coronavirus

The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some ti…
June 16, 2020
The Upside of a Downside Market
investing

The Upside of a Downside Market

Watching your portfolio dive doesn't feel good, but such a situation can come with some positive financial possibilities. Here are some strategies you…
June 16, 2020
Making the Switch: How to Transition Your Portfolio from Growth to Income
retirement planning

Making the Switch: How to Transition Your Portfolio from Growth to Income

Once you quit earning a paycheck and start living off your savings, what’s your income shortfall going to be? Where is that money going to come from? …
June 16, 2020
12 Tax Deductions and Credits That Help You Pay for College
Tax Breaks

12 Tax Deductions and Credits That Help You Pay for College

Whether you're saving for college, currently paying tuition, or dealing with student loan debt, there's probably a tax break that can help your bottom…
June 12, 2020