Posts by GRA News Blog
3 Essential Tax Moves to Make Before the End of the Year
You can lower your IRS burden for the year if you take these key steps now. Key Points It’s never a bad time to think about lowering your taxes. These…
Read MoreMedicare open enrollment starts soon. Here’s why you should pay attention
KEY POINTS Medicare’s fall open enrollment period starts Oct. 15 and runs through Dec. 7. This is generally for changes related to Medicare Advantage Plans or prescription drug coverage: You…
Read MoreTook Social Security Benefits Too Early? How to Undo It.
Many older Americans who lost their jobs early in the pandemic and claimed Social Security benefits before reaching their full retirement age are now working again and regret the decision…
Read MoreHow Much Emergency Savings Do Retirees Need?
While it doesn’t influence our opinions of products, we may receive compensation from partners whose offers appear here. We’re on your side, always. See our full advertiser disclosure.  No…
Read MoreSocial Security’s Rules on Spousal Benefits Can Be Tricky. Here Are Some Answers.
Navigating the maze of rules that surround Social Security retirement benefits can be daunting. A good starting point for retirees and prospective retirees seeking to better understand and maximize their…
Read More4 Financial Moves to Make Before Retiring
Make sure to check them off your to-do list. Key Points Retiring without evaluating your financial situation could result in disaster. Retirees could be faced with surprise expenses if they…
Read MoreYou Can Claim Spousal Social Security Benefits—Even if You’re Divorced. Here’s How.
A recent email raised a question that I’m sure is prominent in many minds: How can I claim Social Security benefits off my ex-spouse’s earnings record? And how do I find…
Read MoreTax Strategies You Don’t Want to Miss Before the End of the Year
Many taxpayers will benefit from tax-loss harvesting this year, as well as changes in the rules around charitable giving To paraphrase an old saying, nothing may be certain in this…
Read More10 Ways You Could Avoid the 10% Early Retirement Penalty
You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age 59½ yet, so you could have to pay the IRS a 10%…
Read MoreYou’re Being Robbed … You Just Don’t Know It
For retirees especially, inflation risk should always be a top concern in your financial plan. If you’re wondering whether you should be concerned about rising inflation and what it could…
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