Browsing: Retirement

The IRS is again pushing off a start date for new legislation by introducing a transition period. Earlier, the IRS declared a one-year delay in the…

By Mark A. Stein, Next Avenue Theresa McCartin was looking forward to the new year. She had left a steady corporate job and was eager to…

Many financially comfortable older parents are urged to prepare their heirs to receive their inheritances. How will the adult children know how to manage all those…

By Richard Eisenberg, Next Avenue Giving your grandchild a new toy or game or clothes is nice. But helping pay for their future college education? Now,…

Do you know how much you need to retire? It’s a question people ask themselves all the time. If you think it’s a challenge, you’re not…

In December 2018, you could buy a share of Apple (AAPL) for about $40, adjusted for the 2020 stock split. Today, that share is worth upwards…

Does your retirement plan offer Separately Managed Accounts (otherwise known as “SMAs”)? According to a recent report by Cerulli Associates, SMAs may represent the next big…

A friend texted me recently about his neighbor. “I am reaching out for Jerry. He has free dental through his Medicare Advantage plan. He has no…

Lesson To Learn So the moral of this tax tale is that you have to be careful about making sure you file the right tax form…

The Medicare scammers are at it again. They steal Medicare numbers, and send tests to beneficiaries’ homes. They then bill the recipient for things the recipient…