Feb 7, 2019 by Rita WilliamsThis Retirement Account Can Be Better Than a 401(k) and an IRAHSAs contain many advantages of better-known retirement savings vehicles, and they can be used for any expense -- not just healthcare -- once you hit 65.
Feb 4, 2019 by Rita WilliamsHow Funding an IRA Right Now Might Boost Your 2019 Tax RefundTax-deductible IRA contributions can hike your refund this spring while helping to make your retirement financially secure.
Feb 3, 2019 by Rita WilliamsIt's Tax Season. Watch Out for These 3 Signs of a Tax ScamSenior citizens are often targeted by tax scams during this time of year. But frauds are easy to foil if you can identify them.
Feb 2, 2019 by Rita WilliamsRetirement Check-In: How Much Are the Youngest Workers Saving?Time is on their side, yet only 34% of Americans aged 18 to 24 with access to workplace retirement plans are using them.
Jan 7, 2019 by Rita WilliamsHow Will the New Tax Law Affect Retirees?The changes enacted for 2018 probably affect all of us, even if we don't work anymore.
Jan 5, 2019 by Rita Williams4 Ways Social Security Is Set to Change in 2019New rules affect the benefit amounts, full retirement age, and the earnings required to qualify for benefits.
Dec 9, 2018 by Rita WilliamsHow Much Do You Need to Save for Retirement? A Look at the 4% SolutionA plan assuming a yearly distribution of 4% is a good benchmark, but you should factor in several different scenarios.
Nov 20, 2018 by Rita Williams3 Medicare Dates You Need to KnowTo avoid potential Medicare penalties and excess costs, you need to keep an eye on three important dates.
Sep 20, 2018 by Rita WilliamsHow to Avoid Social Security ScamsThe most recent scam involves callers claiming to be from the Social Security Administration. Protect yourself by never giving out personal information to someone you don’t know.
Aug 17, 2018 by Rita WilliamsWhat Happens to Your Social Security Benefits if You Retire and Then Go Back to Work?Your Social Security benefits can be affected, so be sure to plan the timing and how much you earn.