Today, Beau reaches into the reader mailbag to answer your most pressing retirement questions.
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Filing for income taxes each year can be confusing no matter how old you are. But if you’re over 65, a revised tax form may make next year’s filing much easier. In today’s update, Beau gives you a sneak preview of what that could mean for you!
This month, Social Security announced its annual cost of living adjustment (COLA) for 2020. But it might not be anything to get too excited about. In today’s update, Beau explains how the annual COLA has actually short-changed retirees in recent years.
2020 will be here before you know it. And that means it’s time to get your taxes in order. In today’s update, Beau shows you everything you need to know about one source of income that’s often misunderstood.
There’s only one way to create a lifetime of guaranteed income, and that’s through an annuity. Today, Beau explores the protective features of one of the safest annuities out there.
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.
A new piece of legislation could unintentionally create a huge problem for you and your loved ones. Luckily, there are steps you can take to prepare. Today, Beau explains how to diffuse the ticking time bomb that Congress plans on putting on your retirement savings.