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House Democrats’ tax proposal may affect life insurance for the rich
KEY POINTS Many wealthy Americans hold life insurance in grantor trusts to reduce the size of their taxable estate at death. That type of planning may be upended by a…
Read MoreSocial Security benefits to increase 5.9% for 2022
Increase in payments for seniors and other Americans reflects surging inflation during pandemic Seniors and other Americans receiving Social Security benefits in 2022 will see the largest increase in their…
Read MoreThe Biggest Mistakes People Make With IRA Rollovers
With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts. And mistakes…
Read MoreWednesday Q&A Should I leave an inheritance for my children?
Should I leave an inheritance for my children? A Winning at Life caller says that he will not leave an inheritance for his children. Find out why! Do you have…
Read MoreHere are the changes that could be coming to your Social Security benefits
KEY POINTS While debt ceiling talks have put Social Security payments in the news, one topic that’s been put on the back burner is a deadline Congress faces to shore…
Read More3 Ways to Maximize Your Social Security Benefits
Understanding how your Social Security benefits are calculated is a critical component of knowing how and when to claim for maximum payout. The cost of getting it wrong could mean…
Read MoreWhy You Should Check Your Social Security Earnings Records Every 1 to 3 Years
Beyond waiting as long as possible up to age 70 to claim Social Security or claiming spousal benefits to maximize payments, there is one simple step workers can take to…
Read MoreMarket is unprepared for the inflation fallout, Wharton’s Jeremy Siegel warns
Wall Street may be on the verge of an uncharacteristically painful quarter. Wharton finance professor Jeremy Siegel, who’s known for his positive market forecasts, is sounding the alarm on the…
Read MoreHow a Home Inventory Can Help Protect Your Property
A home inventory can help you simplify the claims process on your homeowners insurance and ensure you get everything you’re entitled to. We may receive payment from affiliate links included…
Read MoreWednesday Q&A How do you get the most out of Social Security?
How do you get the most out of Social Security? Gregory dives into the best ways to get the most from your Social Security benefits in this Winning at Life…
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