Dec 9, 2023 by Stefon WaltersLooking to Lower Your Tax Bill in 2024? Look No Further Than This Retirement Account.Making traditional IRA contributions before the end of the year could potentially save someone thousands in taxes.
Dec 9, 2023 by Maurie BackmanStruggling to Max Out Your 2023 IRA? Here's Some Good News.Here's a reason to breathe more easily.
Dec 9, 2023 by Adam Levy3 Huge Social Security Changes Coming in 2024 That Seniors Must KnowThese changes could have a major impact on your monthly benefits check.
Dec 9, 2023 by Sean WilliamsHere's the Average Social Security Benefit at Age 68Taking a middle-ground approach to Social Security may result in a lot of money being left on the table.
Dec 8, 2023 by Maurie BackmanThis Once-Outdated Retirement Rule May Now Be Getting a RevivalIt's a rule that could impact how much annual retirement income you get.
Dec 8, 2023 by Keith SpeightsHow Do Social Security Spousal Benefits Work?Social Security spousal benefits could be a great option for many Americans.
Dec 8, 2023 by Maurie BackmanCan You Retire in 2024 If You Only Have $100,000 Saved Now?It's not the best situation but may be doable.
Dec 8, 2023 by Stefon WaltersRetirees in These States May Need to Prepare for Lower Social Security Payouts in 2024Each state has its own respective Social Security tax laws, but federal laws apply to everyone.
Dec 8, 2023 by Marc Rapport3 Reasons to Seriously Consider Using a Will to Pass Inheritance to Your FamilyDon't leave your estate to the winds of fate and whims of the court.
Dec 8, 2023 by Maurie BackmanStop Trying so Hard to Boost Your Social Security Benefits. Instead, Boost This.A boosted benefit is helpful, but there's another key step you can take to set yourself up for a financially stable retirement.
Dec 7, 2023 by Kailey Hagen, CFPHere's How Much the Average 62-Year-Old's Social Security Benefit Will Rise in 2024Your checks will get a nice boost next year.
Dec 7, 2023 by Stefon WaltersAbove the Roth IRA Income Limit for 2024? Here's Another Route Investors Can Take.High earners can go the backdoor Roth IRA route to take advantage of the account's benefits.
Dec 7, 2023 by Kailey Hagen, CFPMark Your Calendars: Here's When Your First 2024 Social Security Check Will ArriveThat raise you've been waiting for is almost here.
Dec 7, 2023 by Maurie BackmanMedicare Advantage Enrollment Is Growing, but Is That a Good Thing?Medicare Advantage plans are growing increasingly popular. But these plans come with several drawbacks that enrollees should know about.
Dec 7, 2023 by Maurie BackmanWorried That Healthcare Costs Will Wreck Your Retirement? Here's What to Do.Medical bills can be brutal for seniors. Prepare accordingly so you don't end up in a bad spot.
Dec 7, 2023 by Kailey Hagen, CFPThis Social Security Rule Hasn't Changed in 30 Years -- and It's Costing Seniors BillionsThis could throw a serious wrench in your retirement budget if you're not prepared.
Dec 7, 2023 by Maurie BackmanAiming to Claim Social Security at Age 70? Here's Why Your Plan Might Backfire.It's a good idea in theory but may not work out in practice.
Dec 6, 2023 by Maurie BackmanGetting a Raise in 2024? Here's One Thing You May Want to Do With That Money From the StartYou have a prime opportunity to make the most of that pay boost.
Dec 6, 2023 by Kailey Hagen, CFPMore Than 31 Million Seniors Claim Social Security Early. Is This the Right Move for You?There are three key factors that can help you decide.
Dec 6, 2023 by Maurie BackmanYou May Want to Return to Work After Retiring Even If You Don't Need the Money. Here's WhyThere are benefits to having a job that aren't just financial.