Today, Beau reaches into the reader mailbag to answer your most pressing retirement questions.
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There are plenty of ways to use a spouse’s or ex-spouse’s work history to boost your own Social Security benefit. But it can get tricky. In today’s update, Beau shares a story about a widow who made a costly Social Security filing mistake by not filing on her late husband’s work record. And he shows how you can avoid doing the same thing.
Having a retirement savings plan is a great start — but you may be making some very common mistakes that will ruin your retirement. If you’re setting aside money for retirement, you need to make sure you’re avoiding these mistakes. Here’s what you need to know.
The age you claim your Social Security benefits is one of the most important filing decisions you can make. And in today’s update, Beau explains how to make this decision work in your favor.
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.
IRAs offer plenty of benefits for retirement saving, but a huge drawback is the required minimum distribution. In today’s update, Beau shows you how to take this drawback and funnel it into a complementary savings account.