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There is more evidence that you can’t depend on the Social Security Administration (SSA) to give good advice or ensure you receive all the benefits the law allows. The latest evidence for this comes from the SSA itself, through two audit reports from its Office of Inspector General (OIG). One audit report focused on Social […]
2020 was a special year, unlike anything we have never seen. As it draws to a close, it will require some unique year-end tax planning. With the new administration set to take office in less than two months, taxes are likely to increase soon. The only issues are when they’ll increase and who will bear […]
****************************************************************************** Publisher’s Note: Are you looking for a great holiday gift? We were going through some areas of our office and found a box of beautiful rose pendants that were widely popular a few years ago. These are 24K gold and pure silver — a hard combination to find in any jewelry store. Click here […]
How Social Security’s ‘Hold Harmless’ Rule Protects Beneficiaries A number of joint Social Security and Medicare beneficiaries are learning the importance of Social Security’s “hold harmless” rule. The rule protects Social Security beneficiaries from having their net benefits reduced by an increase in their Medicare Part B premiums. It applies only to Social Security beneficiaries […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
There are only a few instances your heirs aren’t penalized when you name a trust as the beneficiary of your IRA. A recent IRS ruling gives an example, but the ruling also reveals the pitfalls of the strategy. The general rule goes like this… When an IRA beneficiary is not an individual, the IRA must […]
Guide to Wills: The Definitive Guide to Your Last Will and Testament addresses one of the most important documents for guarding wealth, providing for loved ones, and achieving other goals. Regardless of the size of an estate, the will is a critical part of an estate plan. It guides the distribution of assets […]
****************************************************************** Publisher’s Note: Are you looking for a great holiday gift? We were going through some areas of our office and found a box of beautiful Rose Pendants that were widely popular a few years ago. These are 24K gold and pure silver — a hard combination to find in any jewelry store. Click here now […]
In last week’s issue of Retirement Watch Weekly, I presented part 1 of Stop Spending Too Much on Prescription Drugs. Let’s recap where we left off. The majority of policies have a tier system, usually consisting of at least three tiers. Your coverage and out-of-pocket costs vary based on a drug’s tier. For the most […]
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