Tag: Social Security
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What the gap between retirement expectations and reality tells us
How much money Americans think they need for retirement and what retirees say they can live on are miles apart.For many folks who are...
Want to Minimize Retirement Taxes? Don’t Follow This Popular Strategy
Aside from drawing down tax-deferred accounts before claiming Social Security, one way to sidestep this “tax torpedo” is by having Roth assets.Remember, for someone...
You Have 4 Months to Prepare for These 3 Social Security Changes
Social Security has been around for decades. But that doesn't mean everything about it stays the same from year to year.Beginning January 1, Social...
A retired baby boomer who still needs to work to get by thinks Social Security should be seen as a right in the US
Linda, a retired Ohio teacher, must continue working, even though she'd like to retire.She and her husband, both public servants, have lived modestly, but...
Is $2.5 Million the Magic Number for a 60-Year-Old’s Retirement?
With careful planning, $2.5 million can fund a comfortable retirement starting at age 60. But as with any major life transition, retirees must weigh...