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RetirementGuy
Feb 4, 20211 min read
How Are Revocable and Irrevocable Trusts Taxed?
For the most part, trusts don’t pay taxes on their income, instead passing the income through to the trust beneficiaries. But when they...
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RetirementGuy
Dec 24, 20201 min read
Tax Management Tips for Investment Portfolios
One of the most effective avenues to a secure retirement is appropriate tax management. CIO John Cunnison points out strategies that...
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RetirementGuy
Dec 10, 20201 min read
How to Turn Your Retirement Savings into Retirement Income
I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I...
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RetirementGuy
Dec 1, 20202 min read
Caution: Four Tax Break Deadlines Rapidly Approaching
Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to...
210 views0 comments


RetirementGuy
Oct 15, 20202 min read
Social Security Taxes
As you likely know, every time you get a paycheck: 7.65% of your wages are subtracted from your paycheck and go to Social Security and...
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RetirementGuy
Oct 8, 20201 min read
Lump Sum vs. Annuity: Which Should YouTake?
If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...
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RetirementGuy
Oct 7, 20201 min read
7 Important Questions a Financial Plan Can Help You Answer
October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...
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RetirementGuy
Jul 23, 20201 min read
Roth IRA Conversions Are Surging. Here’s Why This Savings Strategy Is So Popular Right Now
When the coronavirus sent stocks tumbling in March, it was a perfect time to convert a traditional retirement account into a Roth. But if...
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RetirementGuy
Jul 15, 20201 min read
How Does the SECURE Act Impact Saving After Age 70?
According to a recent GALLUP survey, 63% of Americans plan on working part-time in retirement. And I think that makes a lot of sense....
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RetirementGuy
Jul 9, 20203 min read
IRS Offers Disaster Relief, Including More Time
Additional time and faster refunds for FEMA-designated disaster areas When the federal government declares a location to be a major...
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RetirementGuy
Jul 2, 20204 min read
Ways Taxes Will Eat into Retirement Savings
[From Bob's Library] The Motley Fool 3 Maurie Backman There's a reason workers are advised to save aggressively for retirement. Though...
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