Archives for October 2020

Monthly Archives: October 2020

Annuities Featured Income Retirement

Retirement Income: Spotlight on Annuities

Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for ...
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Featured Money Retirement

Feeling altruistic? This tax strategy can keep Medicare premiums in check

This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities. ...
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Featured Income Money Retirement Taxes

How A Contested Election Can Affect Your Retirement Plan

November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you ...
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Featured Income Retirement Taxes

Your guide to the tricky tax rules of retirement

When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? ...
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Featured Money Retirement

Good News, Seniors: Medicare Premium Increases May Be Capped for 2021

If there’s one expense that tends to increase for seniors from one year to the next, it’s healthcare, and that extends to Medicare. While ...
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