Knowing a thing or two about Social Security and when is best to claim benefits could improve your chances of having the retirement you desire.
Author: Robert Powell, Special to USA TODAY
Here’s why you should consider a Roth IRA conversion
You take a distribution from your traditional IRA or 401(k) and contribute that money into a Roth IRA. There are no income limits.
Don’t leave grieving relatives searching for your passwords: Here’s how to organize your digital life before you die
At one time, you never worried about your email or passwords. Now you must make sure your loved ones have access to your digital assets if you die.
Medicare open enrollment begins Oct. 15. Here’s what you need to know.
Medicare’s annual open enrollment period begins Oct.15 and, given COVID-19, financial planners urge people to review their plans.
How to plan for a smaller Social Security check
After 2034, Social Security reserves will become depleted and continuing tax income will be sufficient to pay only 76% of scheduled benefits.
Coronavirus prompts government to loosen rules on tapping retirement savings
The CARES Act has loosened up the rules for tapping retirement savings like 401(k)s or IRAs. Here’s what’s changed and what you need to consider.
4 quirky Social Security rules you need to know to avoid retirement planning mistakes
There’s a lot about Social Security you probably don’t know. Here are some of the quirkiest rules you should know to avoid retirement mistakes.
Missing years? Zeroes? Here are key things to understand about your Social Security statements
A key financial task you should complete each year is checking your Social Security statement. Here are six things to know.
4 changes that could affect Social Security in 2020
If you’re one of some 69 million Americans who receive Social Security or SSI benefits, you’ll notice some changes in 2020. Here are four.
10 ways to avoid paying higher Medicare premiums
If you’re subject to IRMAA, there are several steps you can take avoid or reduce the extra charges added to your Part B and Part D premiums.