Tag Archives: retirement

Government Spells Out the New Social Security Rules

Boomers who are in their sixties, tune in: The Social Security Administration has finally issued official guidance on the phase-out of two popular claiming strategies, and if you qualify, you need to act quickly. The agency issued an emergency message … Continue reading

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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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November is Long-Term Care Insurance Awareness Month

Mutual of Omaha LTC pamphlet Would Your Income Be Enough? Helping protect your retirement income with a long-term care insurance policy may be a smart solution.

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