Why would you convert a traditional IRA or 401(k) to a Roth IRA? The simple answer is to pay less tax in retirement, but there’s more to it.
Retirement Planning and Cash Flow
Non-Retirement Social Security Benefits: Survivor Benefits
Most people know about Social Security’s retirement benefits but are less familiar with others, like survivor benefits.
Non-Retirement Social Security Benefits: Family Benefits
Social Security Family Benefits or “spousal” or “child” benefits can benefit family members based on a retired worker’s earnings record.
The Social Security Fairness Act – Leveling Retirement Income for All
The Social Security Fairness Act allows public servants to draw pensions and Social Security if they worked enough in the private sector.
Do I Need an Elder Care Manager for Mom? Part 2: Life After the Move
Previously, I wrote about my experience of working with an elder care manager for my mom. Nearly two years later…
How to Calculate Your Social Security Retirement Benefit
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What You Need to Know About the SECURE Act 2.0
The passage of the SECURE Act in 2019 made big changes to the Internal Revenue Code. What will that mean for you?
