What If Estate Is Beneficiary of an IRA?

“It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.”

Do I Need All Insurance after 65?

“Retirement is when everything changes. Seniors may end up with new schedules, new hobbies, and even new homes. In the midst of all these exciting changes, don’t overlook the mundane: your insurance coverage.”

Medicare or My Employer’s Health Plan better Option?

Let’s say that you work full time and have a very good medical insurance plan, but it’s costly, especially if you also have been covering the rest of your family. Say that the spouse is 60 and permanently disabled and has been told he’s eligible for Medicare. A common question is whether the working spouse […]

Am I Missing Retiree Tax Breaks?

“For new retirees—especially those on a fixed income—it’s more important than ever to take full advantage of every tax break available. After all, you have to stretch out your retirement savings to cover the rest of your life. However, holding on to your money is becoming more difficult these days, thanks to the economic problems caused by the coronavirus pandemic. That’s why retirees really need to be on top of their tax situation.”

What Women Need to Know about Social Security

“Understanding the rules about Social Security benefits and when to start claiming Social Security can be difficult. However, they’re critically important, especially for women—since women typically live longer lives than men.”

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