Estate Tax Portability - Computing The DSUE Amount
Recent blog posts discussed how the temporary portability regulations addressed several issues involved with making a valid portability...
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RetirementGuy
Nov 3, 20221 min read
What Are the Income Tax Brackets for 2022 vs. 2023?
When it comes to federal income tax rates and brackets, the tax rates themselves aren't changing from 2022 to 2023. The same seven tax...
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RetirementGuy
Nov 3, 20221 min read
When RMDs Loom Large, QCDs Offer a Gratifying Tax Break
When you were younger and busy building your nest egg, it’s likely you didn’t give much thought to the impact required minimum...
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RetirementGuy
Oct 31, 20221 min read
18 States With Scary Death Taxes
Most people shouldn't be afraid of federal "death taxes." For 2022, only estates worth $12.06 million or more ($24.12 million or more for...
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RetirementGuy
Oct 27, 20221 min read
What Is An Annuity Table?
An annuity is a contract between you and an insurance company. The goal is to provide you with guaranteed income in the future, typically...
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RetirementGuy
Oct 27, 20221 min read
Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits
For anyone saving for retirement with a traditional or Roth IRA, the 2023 limit on annual contributions to their account goes up $500 –...
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RetirementGuy
Oct 27, 20221 min read
7 Big Retirement Risks to Plan for
The biggest difference between yesterday’s retiree vs. today’s is the diminished defined benefit — or pension — plan replaced by defined...
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RetirementGuy
Oct 20, 20221 min read
To Plan Your Retirement, Look Beyond The Online Income Calculators
We’ve all heard the problems with relying on numbers: garbage in, garbage out; liars figure, and figures lie; 87.2% of statistics are...
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RetirementGuy
Oct 20, 20221 min read
Investing IRA or Solo 401k Funds Into A Small Business or Alternative Investments
When it comes to being a Solo 401k or self-directed IRA entrepreneur in the small business world, we understand that you probably have a...
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RetirementGuy
Oct 20, 20221 min read
You Can Apply Now for Biden’s Student Loan Debt Forgiveness
President Biden on Monday announced the official launch of the student loan forgiveness application for 2022 after millions of borrowers...
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RetirementGuy
Oct 13, 20221 min read
Yes, You Can Sign Up for Medicare While You’re Still Working
As inflation and a rocky stock market continue to eat away at the nest eggs of older workers approaching retirement, working longer than...
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RetirementGuy
Oct 13, 20225 min read
Medicare Premiums Update
On September 27, 2022, the Centers for Medicare & Medicaid Services (CMS) released the 2023 premiums, deductibles, and coinsurance...
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RetirementGuy
Oct 13, 20221 min read
Cost-of-Living Adjustment (COLA) Information for 2023
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7 percent in 2023....
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RetirementGuy
Oct 6, 20221 min read
The Do’s And Don’t Of Investing For Retirement
Whether you’re handling your investments on your own or working with a firm to handle them, it’s a good idea to understand what goes into...
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RetirementGuy
Oct 6, 20221 min read
A guide to finding the best affordable health insurance plan
Health insurance premiums across the US cost an average of $438 monthly per person, according to the latest marketplace benchmark...
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RetirementGuy
Oct 6, 20221 min read
Should You Invest Through A Robo Advisor?
Robo Advisors offering ‘automated investment advice’ are all the rage. Many have attracted venture capital, instantly catapulting them...
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RetirementGuy
Sep 29, 20221 min read
Market Setbacks Don’t Need to Set Back Your Retirement Plans
Late last year, in our 2022 U.S. Retirement Market Outlook, we expressed our concern that investment returns might be lower over the next...
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RetirementGuy
Sep 29, 20221 min read
Think retirement is out of reach? Here’s what you need to know
The pandemic caused tectonic shifts in the job market as workers young and old quit and searched for something better — in their work or...
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