Retirement

Can I Get Social Security from my wife and myself at the Same Time?

NJ.Com (August 31, 2021) — My wife is four years older than me and she started collecting her full retirement benefit from Social Security at 66. I am still working. I plan on waiting until 70 to start my benefits. How do I, or can I, collect both benefits?

Tax Arbitrage Strategy – Roth Conversion

The decision to initiate a Roth IRA conversion depends on your family’s financial situation. It should consider enhancing your long-term portfolio value, reducing your lifetime tax obligations, reducing your lifetime Medicare premiums, aligning with your estate planning goals, creating more flexibility in the future.

The Tech Stock Rout Is Raising Risks for American Retirement Plans

BLOOMBERG (FEBRUARY 26, 2021) – Some of the largest funds in workplace retirement savings plans such as 401(k)s, which investors likely assumed were well-diversified, are not. A handful of mega-cap tech stocks make up around 30% of some of the most popular funds in retirement plans.

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

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Can I Still Retire? How COVID-19 Is Affecting Retirement Plans Right Now

Throughout the first half of 2020, citizens around the globe have been feeling the detrimental physical and financial impacts of the COVID-19 pandemic. As of April 21, 2020, deaths in America climbed above 39,000. Throughout March and April, families across the country have continued to practice social distancing and follow strict stay-at-home orders.1 On the …

Can I Still Retire? How COVID-19 Is Affecting Retirement Plans Right Now Read More »

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