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Thinking About Your Social Security Claiming Strategy? Us, Too!

As you transition into retirement, your focus shifts from saving to turning your savings into income. Income from Social Security will likely play a large part in your retirement income, but it’s undeniably a complex system with a lot of options to choose from—particularly when considering spousal benefits. 86 more words

Retirement

When it Comes to Claiming Social Security, It Can Pay to Delay

Last August, Social Security celebrated its 80th anniversary, and while its 81st anniversary this month may not seem like as significant a milestone, this year brought… 69 more words

Planning

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