Your 401K: you know, that one detail that can make or break your golden years. We’ve all heard Continue reading “Your 401K”
If you have a child or grandchild, you likely may have heard about a 529 plan. But, what does a 529 account actually entail? Continue reading “529 Plan”
Retirement benefits can begin as early as age 62. For each year of waiting to start, annual benefits can increase by approximately 7%-8%. After full retirement age, now 66 or 67 depending on year of birth, the presence of earned income will not affect Social Security benefits. Continue reading “Social Security Benefits after Marriage, Death, or Divorce”
Will Congress revive the tax extenders?
Odds are dimming that the batch of breaks that expired after 2017 will be retroactively revived. But hope remains. The best bet is for some or all of them to be bundled with other pending items in a package for lawmakers to vote on near year-end. Continue reading “Various Tax Questions”
Billionaires may have much more to fear from a Bernie Sanders presidency than they do from an Elizabeth Warren administration, according to two economists advising both candidates. Continue reading “Billionaires Could Face Tax Rates Up to 97.5% Under Sanders”