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Getting Financially Fit for Retirement at 50. By John Jastremski

Things for trailing-edge boomers & Gen Xers to consider.

When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. 1,119 more words

Age Penalties

The Benefits of Tax-Advantaged Savings Vehicles. By John Jastremski

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment. 1,153 more words

Age Penalties

It Isn’t Too Late to Save for Retirement. By John Jastremski

If you’re 40 or 50 and haven’t begun, you must make the effort.

Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer years of compounding to benefit from, that shouldn’t discourage them to the point of doing nothing. 1,227 more words

Benefit Commencement Date

Social Security Survivor Benefits. By John Jastremski

How do you claim them? How much can you receive?

About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. 1,162 more words

Age Penalties

Organizing Your Paperwork for Tax Season. By John Jastremski

If you haven’t done it, now’s the time.

How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. 1,229 more words

Age Penalties

Common Deductions Taxpayers Overlook. By John Jastremski

Make sure you give them a look as you prepare your 1040.

Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions. 1,172 more words

Benefit Commencement Date

2015 IRA Deadlines Are Approaching. By John Jastremski

Here is what you need to know.

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. 1,124 more words

Age Penalties