It’s Not Too Late to Make These 3 Retirement Moves

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It’s Not Too Late to Make These 3 Retirement Moves If you wish you’d started saving for retirement earlier, you’re in good company. But don’t be discouraged. Start from where you are right now, and craft a plan to set yourself up for a comfortable future. To get you started, here are three things you…

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Opinion: 5 things everyone should know about Social Security

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Why aren’t more people talking about how to save America’s retirement plan? Hey — did you know…? You’d think the looming crisis in America’s main retirement plan would be a bigger topic of discussion. The Social Security trustees, after all, just said the plan is now $20 trillion in the hole and will run out…

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What is the rule of 55 and how does it work?

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Taking a distribution from a tax qualified retirement plan, such as a 401(k), prior to age 59 ½ is generally subject to a 10 percent early withdrawal tax penalty. However, the IRS rule of 55 may allow you to receive a distribution after attaining age 55 (and before age 59 ½) without triggering the early penalty…

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Wednesday Q&A How do I create more sources of income in retirement?

How do I create more sources of income in retirement? On this episode of the Ask Gregory Podcast, find out how you can create more sources of income in retirement. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have…

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Wednesday Q&A What are the tax implications when selling a second home?

What are the tax implications when selling a second home? On this episode of the Ask Gregory Podcast, Gregory explains whether or not there are tax implications when selling a second home. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to…

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Wednesday Q&A How does Social Security view an annulled marriage?

How does Social Security view an annulled marriage? On this episode of the Ask Gregory Podcast, Gregory helps a caller understand how Social Security views a marriage that has been annulled. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have…

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How Couples Can Boost Their Overall Social Security Benefits

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Let’s say you’re married and your spouse is younger than you are. When’s the best time to file for and receive the highest-possible benefits? The quick answer: It depends. One easy way to max out benefits is for the higher-earning spouse to wait as long as possible to claim. You can file as early as…

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