by lindapowell | Mar 6, 2018 | Articles, did you know, Uncategorized
In monitoring your Social Security profile, you may help to thwart fraud Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may...
by lindapowell | Jan 30, 2018 | Articles, did you know
A recent poll of pre-retirees suggests that truth risks being ignored. Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly income of $2,700 at retirement, which...
by lindapowell | Jan 17, 2018 | Articles, did you know, In The News
What standbys did tax reforms eliminate? Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished. Early drafts of H.R. 1 left only two itemized...
by lindapowell | Jan 2, 2018 | Articles, did you know
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. Here is a closer look at the trade-off you make when...
by lindapowell | Dec 28, 2017 | Articles, did you know, In The News
Some of the impact of the Tax Cuts & Jobs Act will happen later than Jan. 1 President Donald Trump signed the Tax Cuts & Jobs Act (TCJA) into law on December 22, and on January 1, some key details of the Internal Revenue Code will abruptly change.1 There...
by lindapowell | Oct 16, 2017 | Articles, did you know
What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There is an assumption behind...
