Retirement

The Social Security Fairness Act: What it means to You

On January 5th of this year, with bipartisan congressional support, President Biden signed into law the Social Security Fairness Act. Some workers (including certain state or local government employees, and teachers) are now entitled to higher Social Security payments. This means a retired Missouri public school teacher who never paid [...]

Thoughts about Retirement

In the past few days, MSN published a story by Ana T. Sola’ reporting a survey by Empower, a 401k provider, that most Americans now think age 58 should be the appropriate time to retire. I would say that the 1,001 responders undoubtedly included a high percentage of younger workers. [...]

By |August 26th, 2025|Categories: Retirement|

Delaying some taxes

As you know, death and taxes are a permanent feature of this present world. One good general principle is to delay paying taxes as long as possible, but other factors can override the tax considerations. After the past few years of changes, one must begin taking Required Minimum Distributions (RMD) [...]

By |August 20th, 2024|Categories: 401(k), Retirement|
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