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Buried deep in the 2019 year-end omnibus federal budget legislation is an obscure new rule that can saddle your children, grandchildren, nieces, and nephews with a surprising and excessive tax liability. The SECURE Act This bill was long promoted by the financial industry and enjoyed strong bipartisan support in Congress. The most important improvement for Read more...: How to Defuse the Deferred-Tax-Account Time Bomb
In International Living magazine we often write about how a Social Security check can provide you with a comfortable, even luxurious, lifestyle in a variety of appealing locations around the world. However, when the time comes to relocate and start your life’s next chapter, it is useful to understand how, exactly, you receive that check, Read more...: Maximize Your Social Security While Living Overseas
Did you know there is a little-known and legal strategy that can let you make tens of thousands more dollars in Social Security? This strategy, which most U.S. citizens don’t know about, can dramatically increase your retirement income, letting you live a far more comfortable retirement at home or abroad. But it’s about to disappear… possibly forever.