by steveclott | Dec 3, 2015 | Retirement and Estate Planning, Social Security
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... by steveclott | Nov 19, 2015 | Retirement and Estate Planning, Tax Tips
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 a will. Instead, the... by steveclott | Oct 16, 2015 | Retirement and Estate Planning
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 2015. ... by steveclott | Sep 4, 2015 | Retirement and Estate Planning
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, a trust, and beneficiary forms. This story... 
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