Category Archives: Retirement and Estate Planning

Social Security – Navigating The Effective Date Deadlines For The New File-And-Suspend And Restricted Application Rules

Michael Kitces NOVEMBER 4, 2015         With last week’s “surprise” legislation that revealed Congress is killing the File-and-Suspend and Restricted Application claiming strategies for maximizing Social Security benefits, even those who weren’t previously aware of the strategies … Continue reading

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How To Leave Your IRA To Those You Love

How To Leave Your IRA To Those You Love Deborah L. Jacobs Forbes Staff Some of the most costly estate planning mistakes I hear about from readers involve retirement accounts. Contrary to popular misconception, they are not normally covered by … Continue reading

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2016 SOCIAL SECURITY CHANGES

Cost-of-Living Adjustment (COLA): Monthly Social Security and Supplemental Security Income (SSI) benefits will not automatically increase in 2016 as there was no increase in the Consumer Price Index (CPI-W) from the third quarter of 2014 to the third quarter of … Continue reading

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Just Another Reason to Check Your Beneficiary Forms

By Beverly Deveny, IRA Technical Expert Follow Me on Twitter: @BevIRAEdSlott We are all going to die someday. That is pretty much guaranteed. What is not guaranteed is who is going to inherit our “stuff?” We can use a will, … Continue reading

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