Congress set out to fund Social Security disability by curbing a retirement strategy, but the move will have unexpected results.
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A Retirement Planning Strategy Goes Away
Tag Archives: Retirement Planning
IRS Offers A Direct Path To Greater Savings
An IRS pronouncement makes tax planning clearer while opening new tax-advantaged retirement savings strategies.
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Be Careful: You Might Live to 150
A thought-provoking ad campaign can get people asking the right questions. Just don’t look to marketing for all the answers.
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Retirement Grows Up
Retirement is a relatively young financial concept. It is changing as it matures.
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An Attitude Adjustment On Retirement
Changing expectations about retirement are a nod to financial reality and a healthier way to approach old age.
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Planning for Surprises
Financial surprises happen all the time. But a major financial surprise during or near retirement can have severe consequences.
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Asset Allocation, Estate Planning, Financial Planning, Financial Surprises, Inflation, Medicare, Retirement, Retirement Planning
A Retirement Planning Opportunity Goes Away
By Paul Jacobs, CFP®, EA
The new tax law strips taxpayers of a rare opportunity to get a do-over.
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