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Estate Planning is for Every Adult

Estate Planning is for Every Adult

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

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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A Roth IRA’s Many Benefits

A Roth IRA’s Many Benefits

Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it...

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Tax Considerations for Retirees

Tax Considerations for Retirees

Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for older Americans Some of these perks deserve more publicity than they receive.   At age 65, the Internal Revenue Service gives you a larger...

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