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.
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By now, your retirement account administrator should have sent out a reminder for the upcoming tax season. But don’t act just yet, because there’s a huge error in a number of these reminders that could lead you to make a costly mistake.
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.
Today, Beau shares a few strategies to implement if you’re forced into an early retirement.
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.
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.
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.