July 15, 2013
Modified adjusted gross income (MAGI) can qualify you for a number of credits, benefits and exclusions, which makes it important to calculate for tax purposes.
In 2013, the calculation will be extremely important for students who are...
May 30, 2013
The best age is usually later, not sooner. New retirees are leaving tens of thousands (often, hundreds of thousands) of dollars on the table by taking benefits too soon.
You can take retirement benefits as early as age 62. But your check,...
May 28, 2013
NEW YORK (MainStreet) — Conventional wisdom has it that baby boomers took it on the chin so hard from the Great Recession that they would have to postpone their retirements — or, worse,...
May 10, 2013
Robin Brewton, who advises clients on Social Security benefit strategies, has boosted retirees' financial security with a single question: Are you divorced?
It is a little-known fact: If you're divorced, it's possible to claim Social...
April 22, 2013
Americans want to know how to get the most from their Social Security benefits, and they have posed more than 11,000 questions to AARP over the years.
The group of more than 37 million people age 50 and older has been collecting these...
April 16, 2013
NEW YORK (MainStreet) — The number of U.S. adults who aren’t confident in their ability to...
April 10, 2013
In the financial planning industry, a researcher named Wade Pfau has completed some excellent research on how much individuals of all ages...
April 8, 2013
The story of Scott and Erika should be a wake-up call.
They married in 2005. As any new spouse would do, Erika made Scott the beneficiary of her...
March 26, 2013
Maxing out on your Social Security benefits is a pretty big deal, considering that the No. 1 fear among retirees is not having enough cash to live on all the way through retirement, according to...
March 19, 2013
NEW YORK (MainStreet) — You’d think retirees, especially cash-strapped baby boomers, would have a plan on how to claim Social Security benefits.
But you’d be wrong.