Posts by Ray Stein

Are You Worried About Your Retirement?

It’s normal to worry about the future, but are you worrying about the right things? According to a recent survey by Age Wave, your retirement worries might be slightly misplaced (although understandable). After polling Americans under age 65, the study’s authors found that the leading retirement concern is finances. That’s probably no big surprise to you, since most of us wonder whether we have saved enough for retirement, and whether that money will last for the rest of our lives. When you factor in inflation, and the uncertain future of Social Security, it’s no wonder we tend to focus on
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Categories: Blog.

Retirees Can Access Four Special Tax Benefits

When we think about retirement planning, we often focus on what we’re doing right now. Are we saving enough money? Are we paying down debts? How will we budget in retirement, to make that money last for the rest of our lives? It’s good that you’re asking those questions. However, once you retire, some things regarding your financial life will change somewhat. In particular, retirees will be able to access these four tax benefits, which might save you money. Your standard deduction will increase. The IRS offers a tax break to those age 65 and older, in the form of
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Categories: Blog.