Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical...
Posts about
retirement planning
Unlocking the Power of Company Fringe Benefits: Insurance, HSAs and Retirement Planning
Company fringe benefits play a significant role in attracting and retaining employees. Beyond...
Take Advantage of SIMPLE-IRA Catch-Up Contributions
If you participate in a SIMPLE-IRA and are age 50 or older, you can make so-called catch-up...
Spousal IRAs Offer Retroactive Tax-Saving Opportunity
Not all married couples earn dual incomes. For example, during thecourse of a marriage, one spouse...
CCRCs: Key Tax Implications for Residents
The demand for long-term care facilities in the United States continues to rise, along with the...
Seniors: 10 FAQs About Applying for Medicare
Medicare is a federal program that provides health insurance to Americans 65 and older, as well as...