Do not fall into the Medicare coverage trap! Let’s look at a hypothetical situation. You find yourself retiring and your employer has a very good medical plan. Rather than signing up for Medicare … [Read more...] about The Medicare Coverage Trap
Retirement News
CERTIFICATES OF DEPOSIT (CD) IRA ROLLOVERS
Many senior citizens invest in certificates of deposits (CDs) as part of their retirement nest egg. When a CD matures in an IRA account, some seniors will search for the bank that is paying the … [Read more...] about CERTIFICATES OF DEPOSIT (CD) IRA ROLLOVERS
How to Delay Required Minimum Distributions by 15 Years Until Age 85
Most taxpayers understand that they are required to take distributions (RMDs) from their IRAs when they reach age 70 ½. For retirees who did not need the RMDs to meet their budgetary needs, they … [Read more...] about How to Delay Required Minimum Distributions by 15 Years Until Age 85
RETIREMENT KILLERS – YOU NEED TO PLAN NOW!
In our blog posting dated Feb. 25, 2013, we discussed the retirement savings crisis and that people need to work with their tax professional now to plan for a successful retirement rather than merely … [Read more...] about RETIREMENT KILLERS – YOU NEED TO PLAN NOW!
A RETIREMENT SAVINGS CRISIS!
How many taxpayers utilize all of the financial services provided by their CPAs during the tax preparation season or when considering financial decisions that are directly related to tax … [Read more...] about A RETIREMENT SAVINGS CRISIS!
MEDICARE SURCHARGE PREMIUM – RETIREMENT PLANNING NEEDS TO BEGIN BEFORE RETIREMENT
Working with an experienced tax professional for tax preparation and tax planning can often result in reducing one’s tax bills or avoiding unnecessary surcharges. How often does an individual decide … [Read more...] about MEDICARE SURCHARGE PREMIUM – RETIREMENT PLANNING NEEDS TO BEGIN BEFORE RETIREMENT
