IRS Tax Tip 2022-171, November 8, 2022 In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution
Have you written a will yet? You should. It doesn’t matter how old you are: if you are married and/or have children, it’s essential that there is official documentation dictating how to execute your wishes
So you want to retire in another country? Dreaming of sipping piña colada on the white sands of Bali, or watching the sun set over the Australian Outback? It’s possible, but you need to think
According to Maria Gillen, director of the AARP's travel website, "Research after research has shown that travel & vacations is the number one aspiration for those 50 and older". Have you been working hard your
Life Expectancy statistics are calculated the same way everywhere in the world, but what we die from can be very different depending upon where we live. Below we share a list of diseases causing the
Most of us handle the routine aspects of financial planning and the recurring payments of bills pretty well. What tends to get us in a tizzy is when we are confronted with unexpected – and
Quite by chance, I participated recently in a lively discussion about life after retirement, and more specifically, to working after retirement. It probably will not surprise you that baby boomers see working after retirement as
Most financial Planners will tell you that there are some (4!) legal documents everyone should have (at minimum). We share them here: A Will -- If you don't write a will, then you are allowing a
Join us for a thought-provoking, insightful and informative Lunch in the Bay Area! WHEN: Tuesday, May 9, 2017 from Noon to 2pm WHERE: Sterling Administration (1000 Broadway #250, Oakland, CA 94607) TOPIC: "Riding the Longevity Wave" SPEAKER: Susan
"Retirement" means many things to many people, but one thing is the same: no matter how you envision yours, it's important to know how to prepare for it. Here are some easy steps to getting
