Taxes are always a hot topic and especially for those in retirement. If you're working in retirement, you may have found yourself asking this question as well: Must I pay Social Security taxes on earnings after I reach Full Retirement Age? There are two parts to this question as I understand it: Social Security withholdings on earned income and taxation of Social Security benefits. Social ... Read More
Social Security Benefits
Robo-Advisors: Time to Talk About Fees
Why would anyone want to pay for financial planning advice when you have the internet and Robo-Advisors popping up like mushrooms after a rainy weekend? And if you're going to invest money, why pay more than what you can get from a Robo-Advisors? Then again Google can get you your answers for free, no? While good advice may not be cheap, bad advice always costs you dearly no matter how ... Read More
Watch Out! Social Security Benefits and Taxes
Below is a post from the Boston Tax Institute (May 31, 2011) from Kurt Czarnowski, formerly with the SSA as Regional Communications Director in New England. Kurt presented to the Merrimack Valley Estate Planners Council, one of my groups a while ago and always had a knack for making the complex and dry information from Social Security enlightening and fun. Unfortunately, many people do not ... Read More
