A successful retirement is about increasing income and decreasing stress. In this show we identify the common trait seen in those who are experiencing a successful retirement. Focus on this, and your

Social Security is taxable for some people. If that is the case, how do you go about paying those taxes? In this show we show you exactly what form to complete in order to have the IRS withhold taxes

Not all income is treated equally by the IRS. Capital gains, particularly Long-Term gains, are taxed more favorably in many cases. In this show we discuss scenarios in which capital gains are taxed at

Does Social Security pay out a lump sum death benefit? Yes, they do. In this show we talk about how much the benefit is, who gets it, and the history behind this one-time payment from SSA.

There is a way to file your taxes online, using software, for free. Through the IRS Free File program, you can complete an online tax return using software that guides you step-by step at no cost. In

Social Security is running out of money and will struggle to keep paying 100% of the benefits by roughly 2033. Raising the full retirement age up from 67 is one solution to this financial problem. The

When considering retirement, one of the first questions you must ask is - how long will I be retired? In this show we discuss the research on retirement length and changes since the 1960s through 2050

Did poor performance crush 401k plans in 2022? How did the average investor hold up? What sort of adjustments were made and are retirement plans now off track?

Early retirement is a goal for many people. However, some interesting research has come out suggesting that it may actually be harmful to your mental health. In this show we discuss why you may want t

Do you understand how retirement income is taxed? How do taxes impact Social Security income, Roth conversions, capital gains, and Medicare premiums? In this show we discuss four key tax concepts that