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 from your Social Security benefit. We also talk about how taxes play a major role in when you claim Social Security.

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 0%. Retirees in particular will want to learn this tax strategy.

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 this show we show you how and explain the qualifications for the free version.

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 question is, will U.S. citizens stand for this benefit cut? Will Americans take to the streets as in France in early 2023, where a similar pension age increase is being debated?

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 to reconsider retiring early until you have a plan to deal with this potential problem.

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 every retiree should understand.

Do you really need to know where your retirement is heading in order to have a comfortable retirement? In this show we talk about how planning out your finances in retirement is so much easier if you have a clear grasp on where you are trying to go or what you are trying to accomplish.