Archives
- May 2024
- April 2024
- March 2024
- February 2024
- November 2023
- July 2023
- May 2023
- April 2023
- February 2023
- January 2023
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- March 2022
- February 2022
- January 2022
- October 2021
- August 2021
- May 2021
- April 2021
- March 2021
- February 2021
- December 2020
- November 2020
- October 2020
- September 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- July 2019
- July 2018
- March 2018
- November 2017
- October 2017
- September 2017
- August 2017
- June 2017
- May 2017
- April 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
Categories
Category Archives: Regular Blog
Another Social Security tax trap!
At this time of year everyone is thinking about taxes! But what most people don’t understand is, if or how Social Security retirement income is taxed. But once they get their first tax returns done during retirement they find out. But they are probably also unaware of the next tax-trap that will eventually come. I lost my Mom in 2013, but the IRS allows a couple to file jointly for that years tax return. In 2014, since my Mom was no longer alive, my Dad … Continue reading
Posted in Regular Blog
Tagged taxation of Social Security
Comments Off on Another Social Security tax trap!
1st Qtr – Stock Market Volatility
This market (and attached chart) is not exactly for the faint of heart. Although no major drops, it’s been just up and down… ending up just a hair above where 2015 started. The chart shows that in just the first 3 months of this year, we’ve had a roller coaster ride. The white line is the S&P 500 and the blue one marks the interim peaks and troughs drops and gains. Check out these 9 market moves within the year’s first 90 days: Down -2.73% Up +2.97% Down -3.37% Up +3.54% Down -3.30% Up … Continue reading
Posted in Regular Blog
Comments Off on 1st Qtr – Stock Market Volatility
the 3 Buckets of Taxation
I’m traveling to another retirement conference tomorrow, and hopefully I’ll learn some great new things to share with you in the weeks to come. But for now I wanted to show you my latest 1 minute retirement planning video about the 3 buckets of taxation. View the brief video here: https://youtu.be/pqJ9rTPn4H4 all the best… Mark
Social Security Planning with Minor Children
This is a subject that I wrote about in my Social Security Retirement Income Planning book, and it just came up again in a discussion with a potential client this week, so I thought I’d make a blog post that “steals” this chapter from it. If you know someone raising children (their own or otherwise) they should learn about this little-known Social Security filing strategy. This short chapter follows here: “I wasn’t going to include a section in the book … Continue reading
Posted in Regular Blog
Comments Off on Social Security Planning with Minor Children
Help Out Your Federal Worker Friends! A Huge Opportunity.
Are you a federal employee (or know someone that you care about that is)? If so, you should learn about this special program that’s about to end and/or share it with them. I know this information won’t affect most of you, but if it does it could dramatically cut your retirement taxes and that’s why I wanted to pass this along to everybody. And almost all of us know someone that works for Uncle Sam. Depending on one’s federal lifetime earnings, a person may be able … Continue reading
Posted in Regular Blog
Comments Off on Help Out Your Federal Worker Friends! A Huge Opportunity.