Browsing: Retirement

Just about any Medicare beneficiary who takes prescription medications has heard about the donut hole. It has had quite an interesting history. When Part D prescription…

One of the most commonly quoted pieces of investment advice (or cliché) is you want to buy low and sell high. It’s as simplistic, as it’s…

Retirement accounts are protected from creditors and lawsuits most of the time, but not all the time. You should know the circumstances when an IRA or…

When considering retirement, many pre-retirees and recent retirees focus on the vacation part, making plans to travel and pursue interests and hobbies. You might also be…

An increasingly popular way to avoid probate and other estate planning issues is the transfer on death or payable on death account. There can be more…

Before converting a traditional IRA to a Roth IRA, residents of states with income taxes should review how their states will treat the transactions. Under federal…

I’ve been the host of The Retirement Answer Man podcast for over ten years now. I try not to overshare my life on the show because…

How do you know it’s time to say, “I am retiring”? Most people don’t get to choose, but for those who do, it may be one…

Fe deral Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic of key aspects of tax planning,…

A frequent question I hear from people getting ready to enroll in Medicare is: What is the biggest mistake people make? There are too many question…