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Retirees, Your Finances Need an Annual Checkup
Financial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
Financial Planning -
14 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
retirement -
11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
Medicare -
7 Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
Healthy Living on a Budget -
Roth IRA Basics: 10 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
Financial Planning -
Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated, and how long will that back door remain open?
Financial Planning -
7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
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16 Ways Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Looking to avoid state income taxes in retirement? Satisfy Florida residency requirements to prove you’re the real deal.
State Tax -
13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
retirement
