Tags Retirement Income

Tag: Retirement Income

Articles

Getting the Best of Both Worlds with Hybrid Long-Term Care Insurance

Finishing Well - June 15, 2021 0

Wow, what a set of options: live, die or quit? It may sound extreme, but this handy phrase is actually a useful way to...

Articles

IRMAA: The Medicare Tax | Cardinal Guide

Finishing Well - June 8, 2021 0

Like any taxes, there are strategies to legally lower these costs or avoid them completely. The first thing to consider is your income immediately prior...

Articles

Do You Need a Mulligan on Your Social Security Election?

Finishing Well - June 2, 2021 0

The most common reason people ask for a Social Security do-over is because they went back to work. Another reason is a change in...

Articles

Why it’s Worth Paying for “Tax-Free”

Finishing Well - May 26, 2021 0

One common approach is to move tax-deferred money into tax-free (also known as tax-exempt) accounts. As mentioned above, a Traditional IRA is a tax-deferred...

Articles

Beneficiaries and You: Transferring Money Outside the Will

Finishing Well - May 18, 2021 0

A beneficiary is simply “a person who receives a benefit.” In this case the benefit is the money you are distributing after you die....

Articles

Want guaranteed income for life? Consider an Income Rider

Finishing Well - May 11, 2021 0

Another guaranteed part of this policy is the principle, including the credited interest earned every year. In practice, this means that if both spouses pass...

Articles

Tax Free Roth vs. Tax Deferred IRAs

Finishing Well - May 5, 2021 0

Depending on the type of retirement account that you have, distributions can have huge impacts on your income. If you have a Traditional account, distributions...

Articles

Emotional, physical, and financial consequences of a long term care crisis

Finishing Well - April 28, 2021 0

When a long term care crisis occurs, and there is no plan in place, there are also physical consequences to your family. As we mentioned...

Articles

Medicare Supplement Plan G Explained

Finishing Well - April 22, 2021 0

When you stay on Original Medicare, instead of going the Medicare Advantage route, you are going to need insurance to supplement your Medicare coverage. If...

Articles

Social Security Benefits When A Spouse (or Ex-Spouse) Dies

Finishing Well - April 15, 2021 0

If your spouse passes away during working years, you are eligible to receive Social Security benefits on their record starting as early as age...

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Tag: Retirement Income

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