This handout highlights the components of Social Security retirement and disability benefits. It also provides an Overview of Medicare eligibility and benefits.
Read MoreThis handout contains information for homeowners over age 62 who may be interested in converting the equity in his or her home into cash. Included is guidance on who qualifies for a reverse mortgage and examples of reverse mortgage situations.
Read MoreThis handout discusses a taxpayer's various sources of retirement income including Social Security, pension, and IRA distributions. Age-specific requirements and tax implications are highlighted.
Read MoreThis handout reviews the rules which allow higher income individuals to bypass income limitations and effectively make a Roth IRA contribution.
Read MoreThis handout outlines some of the considerations for an employee who is selecting a pension option. The handout provides a description of a potential financial limitation of choosing the wrong type of pension payout and a strategy to consider to alleviate drawbacks of the various choices.
Read MoreThis handout highlights the rules regarding the exception to the 10% penalty for early retirement distributions. The handout also discusses the possible risks involved in implementing this strategy.
Read MoreThis handout highlights the various types of retirement accounts along with the contribution limits and rules. The handout also includes information on qualifying for the Retirement Savings Contribution Credit.
Read MoreThis handout explains the calculation of income to determine what amount, if any, of Social Security benefits are taxable. It also provides strategies to prevent Social Security benefits from becoming taxable.
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