Look Out For Covid-19 Scams

Unfortunately, scammers are using the COVID-19 pandemic to try to steal your Medicare Number, personal information, and money. And they’re using robocalls, social media posts, and emails to do it. Remember, if anyone reaches out to get your Medicare Number or personal information in exchange for something, you can bet it’s a scam. Prevent Medicare […]

IRA Contribution Limits

Did you know you can still contribute to your IRA/SEP for 2019 until July 15, 2020?  Due to Covid-19, the deadline has been extended to coincide with the tax deadline. It’s not too late to save money in your traditional or Roth IRA. This year’s contribution limits are $6,000 if you are under 50 or […]

5 Retirement Myths….

MYTHS about retirement income, stocks, Medicare, taxes, social security and annuities. Know these myths early and include their information in your retirement income strategies. 1-Are stocks or bonds good for retirees? The old 60/40 rules is dead (subtract your age from 100. If you are 60, you should only have 40% of retirement savings in […]

Required Minimum Distributions

Retirement funds can’t stay in your account forever. When is it time to pull the money out? AddThis Sharing Buttons Share to FacebookShare to LinkedInShare to TwitterShare to EmailShare to More You’ve spent years saving for retirement, but you can’t keep those funds in your account indefinitely. Generally, once you’re 70½ years old, you need […]

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