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Kitces: When and how to deduct long-term care insurance From: www.financial-planning.com With the 1996 introduction of tax-qualified long-term care insurance under the Health Insurance Portability and Accountability Act and IRC…
8 Sources of Income Social Security’s Payroll Tax Can’t Touch From: www.fool.com The payroll tax generated more than 88% of the $1 trillion collected by Social Security last year, but…
Planning for Retirement Plans and IRAs: Asset Protection From: www.aaepa.com As I discussed in last week’s blog, retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average…
Trust Management Issues? From: www.wealthmanagement.com Multi-generational Planning Opportunities Utilizing Tax-Deferred Annuities The end and beginning of each year is always a challenge for trustees. Usually state-regulated trustees will complete administrative…
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits From: www.kiplinger.com Claiming Social Security benefits at the right time means more money in…
When Low Risk Means High Risk From: www.morningstar.com Investment caution can be dangerous, too. Treasury Bill Rivals In total, 169 mutual funds and exchange-traded funds registered in the US officially…
5 Proven Ways to Boost Your Retirement Income From: www.fool.com Retirement is a scary notion for some seniors, not because it means getting older, but because it means moving over…
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5 Myths About FIRE And Early Retirement That Just Won’t Die From: www.forbes.com You’d think that personal finance gurus and pundits would embrace the FIRE movement (Financial Independence / Retire…
Six Items that Could Trigger an IRS Audit From: www.wealthmanagement.com Wealthy individuals with a red flag on their tax returns are more at risk. The Internal Revenue Service recently announced…
…any associated with legitimate government institutions. Unclaimed tax refunds can be located through the IRS website, for example. Maybe you have missing retirement funds, in which case the Pension Benefit…