Changes to Social Security Claiming Strategies
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
The Bipartisan Budget Act of 2015 eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.” Read the article in the Marietta Daily Journal.
Afraid you’ll be bored in retirement? Consider a phased retirement by slowly adjusting your work patterns. Read all about it in this week’s Financial Tip.
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Have your dreams for retirement changed? Year-end is the perfect time to evaluate your plan. Learn what to do in this week’s Financial Tip.
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
401(k) plans that exclude participants, miss contributions or fail discrimination tests can become disqualified. Read all about it in this week’s Business Tip.
Be aware when your leave employer—a retirement plan distribution before age 59½ comes with a penalty! We explain in this week’s Tax Tip.
As a federal civilian employee, you have the opportunity to buy back your military time to increase your pension payout. Learn more in this week’s Financial Tip.