There’s a new survey out, and everything about it pisses me off. Retirement confidence is very low. Retirement anxiety is the way to go. Women in particular sacrifice their retirement plans to provide financial assistance to “family members” (adult children, presumably) or friends. Basic knowledge of retirement is minimal. Read: Boost your bank account by … Read more
If you made a transfer to a Roth individual retirement account in 2022, you may have a more complex tax return this season, experts say. Pre-tax transfer strategy Non-deductible IRA Funds to a Roth IRA for tax-free future growth tend to be more common during a Stock market downturn Because you can transfer more assets … Read more
Dragos Kondrea | iStock | Getty Images If you are signing up for MedicareYou’ve likely discovered that there are a lot of out-of-pocket costs that come with your coverage. for about 23% of the 65.1 million Medicare beneficiariesThe solution to cover these expenses is what is called a Medigap Plan. These policies, sold by private … Read more
Question: I am accepting an early retirement offer from a long term employer of 24 years. In March 2023, I will retire and receive nine months’ salary on top of my benefits. During this time I will be looking for another job of 30-40 hours per week. I would like to do this in order … Read more
