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Archive for the ‘ Retirement Planning ’ Category

Social Security Benefit Disappears

Posted on: November 3, 2015 by in Blog, Financial Advisor, Retirement Planning
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The End of File & Suspend for Married Couples A great claiming strategy to try & optimize Social Security benefits disappears. Provided by Robert Nash, Financial Advisor Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of that agreement, they authorized the most significant change to Social Security policy seen in this century, disallowing two popular strategies people have used to try Continue Reading ...

IRA For College Savings

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Can an IRA Be a College Savings Vehicle? You might be surprised at its potential. Provided by Robert Nash, Financial Advisor An IRA is a retirement savings account, right? Indeed it is. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition on using an IRA to save for other purposes, such as funding a college education. Why would anyone choose an IRA as a college savings vehicle? At first glance it may seem strange, since there are Continue Reading ...

Inherited IRA – Things to Consider

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An Inherited IRA Here are some things to consider when you receive IRA assets. Provided by Robert Nash, Financial Advisor Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting Inherited IRAs. Ignorance can lead straight toward a tax disaster. Please note that this is simply an overview. Rather than use this article as a guide, use it as a prelude before you talk to a financial services Continue Reading ...