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Before You Claim Social Security

Before You Claim Social Security

by | Jun 24, 2020 |

A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long...

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Making a Charitable Contribution

Making a Charitable Contribution

by | Jun 23, 2020 |

There are benefits and limitations when you decide to donate stock Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating...

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Estate Planning is for Every Adult

Estate Planning is for Every Adult

by | May 29, 2020 |

Estate Planning: Part 1 This is a special contribution written for American Retirement Education by attorney Michael Roberts*. This article is the first in a series of articles that will focus on Estate Planning. As the famous saying goes, “Nothing is certain, except...

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Details on the Tax Deadline Extension

Details on the Tax Deadline Extension

by | May 29, 2020 |

The I.R.S. is giving you three additional months to file and pay. The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the...

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