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Retirement Benefit Changes in 2015

How Your Retirement Benefits Will Change in 2015

Starting next year, there will be important changes to your Social Security, Medicare, Individual Retirement Accounts, and 401(k)s. Here are the new features your retirement benefits will have.  Social Security – Recipients will see a 1.7% increase next year for the annual cost-of-living adjustment. For those working, you will still be paying 6.2% of your income […]
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Why you need a financial plan

Why You Need a Financial Plan Part 3

In this series so far we covered how a financial plan can help you optimize your Social Security benefits. Click here to read part 1 and part 2. With advances in technology, you can easily analyze and compare different strategies and the results that follow. The purpose of a financial plan is to discover and establish […]
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IRAs For Retirement and Inheritance

An Individual Retirement Account (IRA) is a great way to save for retirement. An IRA also can be a great inheritance for your heirs – if done properly. One wrong move and you may owe a huge amount in taxes. The biggest benefit of an IRA is the tax benefits. All of the interest, dividends […]
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Retirement Benefit Changes in 2015

How to Get More Money from Social Security Part 4

For this series I have covered some social security claiming strategies. You can click here for the other articles in the series. I have received quite a few questions and have posted the answers online. You click here to see the FAQ. In this article we will cover how social security is taxed. Tax Treatment of Social […]
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How to Get More Money from Social Security Part 3

In the first part of the series I covered information on spousal benefits and using a strategy called “file and suspend” and “file and suspend plus” to maximize your lifetime joint benefits by timing when you claim. This article I will cover another one of the advanced social security claiming strategies. Since publishing this article series I have […]
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ATS004: How to Be A Successful Investor with Arthur Lipper

I am extremely excited to have Arthur Lipper as my next guest! Anyone familiar with the finance industry knows the impact he has had. Since he started working on Wall Street in 1954 (60 years!), he is acknowledged worldwide as an innovator in the field of financial services. He pioneered breakthroughs in the fields of mutual […]
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How to Get More From Social Security Part 2

In Part 1 I covered information on spousal benefits and using a strategy called “file and suspend” to maximize social security benefits, especially your lifetime joint benefits by timing when you claim. You can click here to see more social security resources. In this article we will cover survivor benefits and an advanced social security claiming strategy called “file […]
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