IRS Retirement Forms and Worksheets
I have pulled together a series of links to important but separate IRS documents because I thought it would be good to have the information in one place. Traditional IRA Publication 590 is the core...
View ArticleSocial Security Tax Trap
So you get your new statement from Social Security and it projected an increase of approximately 3% this year and 4 % last year. You think you are doing well. Think again. You are slowly but surely...
View ArticleSocial Security and Disability
I noticed on my Social Security statement that if I had a disability I could fast-forward to my full retirement age by effectively receiving a disability check that is almost the same amount as my full...
View ArticleCalculator-Planning-Retirement
We are all interested in free retirement planning tools and retirement calculators in particular, so I decided to provide a list of the ones I am aware. Having experienced some of the online...
View ArticleSocial Security Benefit
Did you read your social security benefit statement? I don’t know why I hadn’t noticed this before but there is an interesting little footnote to the benefits notice. I suspect that most people never...
View ArticleSocial Security Gov Retirement Benefits
This weekend I checked out the Senate Special Committee on Aging. I wanted to know what they are doing about Social Security, with emphasis on security. I’ll bet most people don’t even know it exists...
View ArticleBarack Obama On Social Security
In previous posts I have complained that Presidential candidates are not speaking to me about concerns I have for the future of Social Security for my children and me. Today I will say that Barack...
View ArticlePension Benefits for Women
Despite the fact that most women contribute to the family income and have either 401K programs, pensions and social security benefits or a combination of all three, they often leave the financial...
View ArticleThe Next President and Senior Citizens
Although not yet a “Seniorâ€, like millions of others, I will become one during the next Presidency. There are many important issues but the fate of Medicare and Social Security will likely be managed...
View ArticleSocial Security and Medicare Woes
We all know there are problems looming in both programs so yesterday’s annual press release, or announcement, concerning future shortfalls should come as no surprise. Treasury Secretary Henry Paulson...
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