Today, Beau reaches into the reader mailbag to answer your most pressing retirement questions.
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When you’re looking at long-term investments, real estate is one of the best out there. Today, Beau shows you how to successfully incorporate buying property into your Super IRA strategy.
When it comes to covering healthcare costs, most retirees need all the help they can get. But it’s not always clear where to get this help. In today’s update, Beau introduces you to a little-known medical care program that only 10% of eligible participants even know exists.
A piece of legislation introduced to the House of Representatives could offer a tax break for seniors setting money aside for medical expenses. But this comes with a major trade-off that would increase monthly out-of-pocket medical expenses for those taking advantage of it. Today, Beau explains everything you need to know.
The IRS is getting closer to rolling out the Form 1040SR — designed to make it easier for seniors to file their taxes. Today, Beau is reaching into the mailbag to answer reader questions about this new form.
You probably dream of leaving your loved ones a large pile of cash when you’re gone. But if you’re not careful, you could end up leaving them with a giant tax headache instead. In today’s update, Beau shares some estate planning tips to benefit the heir of your nest egg.
Soon retirees will lose access to an important Social Security filing option. It’s one that can be used to increase your monthly benefit by tens of thousands — and in some cases hundreds of thousands. In today’s update, Beau explains how eligible retirees can take action… before it’s too late.