Social Security Restricted Application – Get in Under the Wire

Category: Retirement Income

June 1, 2016  |  

Is Airbnb a Source of Tax-Free Income for Property Owners? It Depends.

The rising popularity of online home sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your home-town is hosting a major concert, sporting event or world leader’s visit like the Pope’s recent stop in Philadelphia, owners can rent out their residences at […]

, , ,

February 24, 2016  |  

Think You Can’t Contribute to a Roth? Think again: Advantages of a 401(k) Roth Option

Key Takeaways The Roth option in 401(k) retirement plans eliminate IRS income limits applied to Roth IRAs. Participants in plans offering the Roth 401(k) option can split their contributions between both traditional and Roth accounts–thus, building two buckets of money to fund their nest egg. There are no income limits for Roth 401(k) accounts, and […]

, , , ,

November 28, 2015  |  

The Safe Savings Rate

Key Takeaways • Where it all started–the safe withdrawal rate. • My transition to the safe savings rate—the amount of income you need to sock away for retirement. • A comprehensive financial plan is best, but off-the-shelf tools and two popular “rules of thumb” can help. The Safe Withdrawal Rate About 20 years ago, a […]

, , , , , , ,

advanced-degrees cells curriculum faith faith-formation high-school-choice neumann-scholars quality-education recommend resources scholarship stream student-device student-retention visit activities student-life admission class-pages