When it comes to retirement we’re faced with a number of high impact financial decisions in a relatively short period of time. One of those decisions is choosing your Medicare coverage. For those approaching eligibility for Medicare, it can be fairly daunting to navigate Medicare’s enrollment process, and coverage options. In order to shed some …
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Unlike the pension generations before us, today most retirees rely on IRA accounts as their primary retirement income source. The money in your IRA is characterized as tax-deferred, meaning you haven’t paid taxes on it yet. A good way to think about tax-deferment is as a business agreement that you have with the US government. …
While Millennials begin to pony up for their first homes, many Baby Boomers have been happy to oblige the younger generation’s pursuit of a dream house. Since the start of 2020, a booming housing market has enticed a wave of retirees to consider downsizing from their existing home. Downsizing refers to homeowners, oftentimes retirees now …
Downsizing Retirees Can Unlock Tax-Free Generational Wealth Read More »
