Tags » Social Security

Tax Tips for Students with a Summer Job

Is your child a student with a summer job? Here’s what you should know about the income your child earns over the summer. 395 more words

Accountant

Tax Implications of Retiring Overseas

Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to look at the tax implications because not all retirement country destinations are created equal. 1,163 more words

Accountant

Will the New Social Security Rules Derail Your Retirement?

On Monday, Nov. 2, President Obama signed into law a federal budget bill that will fund the government for the next two years. Much of the conversation about the bill and the process it went through to become law has been about bipartisan conflict and compromise – recently, however, talk has turned to the significant changes to Social Security filing rules that are included in the new law. 822 more words

Planning

Last Chance to File and Suspend (and Potentially Gain Thousands More Social Security Benefits)

Recent changes to Social Security claiming rules have effectively eliminated the file and suspend strategy for most married couples. But, if you qualify, you still have until April 29th to use these strategies—potentially generating tens of thousands in additional lifetime Social Security benefits. 205 more words

Retirement

Did You Hear What Just Happened With Social Security?

Congress just eliminated two popular strategies used to get greater retirement benefits. So our friend, Todd Pouliot, AIF, at Gateway Financial provided this great information to share with you. 909 more words

Accountant