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America’s IRA Expert Releases New Best-Selling Retirement Planning Book That Includes Secure Act 2.0 Updates; Hosts Live Virtual Book Launch...

Can anyone help check the Social Security Administration’s reckoning of a monthly benefit after the addition of “lag year” earnings...

We are surrounded with information – and misinformation. Finding accurate up-to-date facts is increasingly difficult. Do an internet search and...

how best to ensure IRA by designation or trust passes after my death to my grandchildren and my wife have...

We have a new client we are taking onboard.  After completing the financial plan, the client is interested in a...

Question: When can we expect final SECURE Act regulations from the IRS? Mike Answer: Hi Mike, No one knows for...

2024 Mid-Year Frequently Asked Questions

• Social Security’s Struggles
• Spousal Benefits
• Sidestepping the Earnings Limit
• Calculating the COLA
• Taxes on Benefits
• Benefit Estimates
• Mastering the Medicare Maze
• Medicare for the Disabled
• Getting Back to Work
• All in the Family
• Taxation and SSDI
• Steps for Application Success

Executive Summary

GUEST EXPERT:
Robert Wright,

Hello, In February 2024, my client made a 2024 IRA contribution and indicated such on the IRA contribution form with...

I have a client who turned 73 in April 2024.  She had a 403B for years and rolled it over...

My client’s daughter took a job in Europe after college.  She has earned income but it is not taxable in...