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Tag Archives: Tax

Layered Retirement Income

Retirees have multiple sources for traditional income at retirement.  This article does a great job of reviewing the types of income that you can rely on for income.   Social Security Pension Income Dividend Income Required Minimum Distributions (RMDs) Annuity Income   However, it takes the extra step many advisors and companies fail to see.   Click to Continue

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Estate Tax

Even though the fiscal-cliff compromise kept the federal estate tax exemption at its former level of $5 million, many state governments are imposing estate or inheritance taxes on more modest amounts. With many states suffering from budget shortfalls, estate tax revenue is more important than ever in keeping government programs running. And that means that  Click to Continue

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Budgeting in Retirement

For seniors and pre-retirees, Budgeting can be a scary topic.  But, it is a vital one.  Many retirees live off social security income, some pension income, and personal savings to last them the rest of their lives.  With many seniors living on a fix income at retirement, their income faces many risks.  Inflation, market risk,  Click to Continue

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APRIL 15th, Tax Day!

Today is a bleak and dreaded day for many Americans.  Today is the last day to pull all those files together and go through the headache of filing a return with the IRS.  For those procrastinating until the last possible minute to do a return, this a stressful day.  For many, this is the day  Click to Continue

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