Mar 31, 2017 | Do You Know, Money and Aging, Planning for Longevity, Retirement Plans, Retirement Reality
“How much do you know about planning for a long, financially secure retirement? Fidelity Investments recently prepared a two-part quiz that can help you answer that question,” writes Steve Vernon in another of his first-rate cbsnews.com MoneyWatch columns. “The first...
Mar 28, 2017 | Retirement Plans
WASHINGTON ― The Internal Revenue Service announced [on March 7] that interest rates will remain the same for the calendar quarter beginning April 1, 2017. The rates will be: four (4) percent for overpayments [three (3) percent in the case of a corporation]; 1 and...
Mar 26, 2017 | Boomer Retirement, Planning for Longevity, Protect Your Family
“While it can be said that women have come a long way in the last few decades, they continue to face many social obstacles, not least of which is preparing adequately for retirement,” writes Lee Barney for plansponsor.com, citing the Transamerica Center for Retirement...
Mar 23, 2017 | Do You Know, Tax deductible
So, you neglected to file a 2013 federal income tax return because . . . well, who knows why. If that’s you, check out this announcement from the IRS: WASHINGTON — The Internal Revenue Service announced that unclaimed federal income tax refunds totaling more than $1...
Mar 21, 2017 | Do You Know, Retirement Reality
There’s always room for another informational article about Medicare, and one by Katie Young and Jessica Dickler for cnbc.com is particularly helpful for those seniors who may be a bit fuzzy on the basics. “For starters,” they write, “there are two basic parts of...
