Today, Beau reaches into the reader mailbag to answer your most pressing retirement questions.
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Roth IRAs are one of the best retirement tools out there, especially when it comes to lowering your tax liability. But the IRS doesn’t make utilizing this tool easy for everyone. High income earners are even prohibited from contributing to them altogether. Today, Beau shows you the loophole around this Roth IRA restriction.
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.
Today, Beau takes a look at the problem with nursing homes. And he shares a strategy to receive health care services at home so you may not have to need a nursing home at all.
Taking one simple precaution today could potentially save you thousands of dollars when it’s time to file your tax return. And an newly created tool can help make sure you do it correctly. In today’s update, Beau shows you how to avoid being surprised with an unexpected tax burden.
With all the economic uncertainty the coronavirus has caused, there’s a huge shift of money into annuities. Today, Beau revisits a few questions you need to ask before buying into an annuity.
Congress is proposing a new act that at a glance sounds great for parents. But it could pose a serious threat to your retirement income if passed. Today, Beau explains what Congress has in plan and how prepare for the unexpected.