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7 Changes to Social Security in 2020

7 Changes to Social Security in 2020 From: www.fool.com From what beneficiaries will be paid to what workers could owe in payroll tax, big changes are on the way for…

The Huge Costs of Poor Estate Planning

…will and the fun really begins. By thinkadvisor.com The influence of former Playmate Anna Nicole Smith, seen at her estate trial in 2000, extended beyond magazines and into textbooks. (Photo:…

Check In With Your Retirement Plan

…adjust your expectations. Double-check your financial details. Most people’s anxiety about retirement comes down to finances, so feeling comfortable and confident in the numbers can go a long way toward…

How safe is your online identity?

…private computers and private networks as much as possible. Using public computers or free Wi-Fi at your local coffee shop is fine if you want to browse the web and…

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Taxation of Annuities: FAQs

…the contract, are returned tax-free. Any taxable portion of a withdrawal is taxed as ordinary income. Note: Cost basis established before August 14, 1982, referred to as pre-TEFRA basis, comes…

Does early retirement make sense for you?

…Finances First Experts recommend having all debts paid off, understanding your projected retirement expenses and income, and being free of financial obligations to children before permanently leaving work. You’ll also…

Put Catch-Up Contributions to Work

…work-free years that were once a distant fantasy have almost arrived, and while you’re looking forward to them, you’re also feeling a little nervous. Why? Well, you don’t want to…

4 Security Best Practices to Consider

…improving your security by doing some research and choosing an expert-approved program. What makes these programs safe from hackers? They heavily encrypt your data. Consider a VPN subscription. A virtual…

Do you know what RMDs are?

Do you know what RMDs are? From: REAP, LLC. | Retirement & Estate Advisors & Professionals Tax-advantaged retirement accounts can help you build wealth and prepare for a comfortable retirement….

5 Retirement Mistakes to Avoid

…it can help to review these common saving and spending mistakes. Take a look, and feel free to help a younger friend or family member by sharing this with them:…