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Changes to Social Security: What’s true, what’s false and what to expect
Changes to Social Security: What’s true, what’s false and what to expect Changes to Social Security are a favorite topic of the rumor mill and…
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How can I avoid interest and penalties on my taxes?
How can I avoid interest and penalties on my taxes? Filing a tax return will reconcile what we paid toward our tax liability during the…
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Non-financial questions to consider before retirement
Non-financial questions to consider before retirement The decision to retire is clearly predicated on one’s financial situation. We’ve been helping people retire for a few…
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Important tax changes for 2024
Important tax changes for 2024 Every year, there are changes to laws that affect our taxes. In our January newsletter, we outlined the new 2024…
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When are Roth IRA distributions taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you turned 59 ½ Roth IRAs are tax free but a…
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How do I make charitable donations from my 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to charity on a tax favored basis are not possible. However,…
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Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient,…
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What are the new RMD rules?
Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one year COVID-related waiver in 2020. No changes were made this…
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Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…
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Six common misconceptions empty nesters have about retirement
Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred…
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How do I protect my portfolio against inflation?
How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…
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Can Social Security be fixed?
Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to…
