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Some Changes Are Coming for 401(k)s

Some Changes Are Coming for 401(k)s

Take note of them for 2019 Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave their jobs now have until October...
A Retirement Fact Sheet

A Retirement Fact Sheet

Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   8 things to know about your lifestyle after 50 1. Up to 85% of a retiree’s Social Security income can be taxed....
7 Tax Considerations for Retirees

7 Tax Considerations for Retirees

Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. 1.  If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried....