Social Security Guy
@socsecurityguy
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Author - A Social Security Owner's Manual; expert, advisor, speaker; not affiliated with or employed by Social Security Administration
New Berlin, IL
Joined September 2014
The Top Income Tax Myth That Can Hold You Back
financialducksinarow.com
There's one income tax myth that is likely causing you more harm than you realize.
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Average Indexed Monthly Earnings Years
financialducksinarow.com
Social Security, social security benefits, social security retirement
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Important Factors When Planning Social Security for Couples
financialducksinarow.com
Early Filing, file and suspend, retirement benefits, Social Security, social security survivor benefits, Spousal Benefit, survivor benefits
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Strategies of Successful Investors
financialducksinarow.com
Taking cues from the most successful investors of our time can be helpful in any investor's planning.
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Life insurance provides protection for your most valuable asset.
financialducksinarow.com
financial planning, life insurance
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How do substantial earnings impact WEP? And what are substantial earnings, anyhow? For that matter, what is WEP?
financialducksinarow.com
To reduce WEP impact, earn substantial earnings in a SS-covered job for at least 21 years. With 30 year of substantial earnings, WEP is eliminated.
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WEP impact is limited (GPO is not!)
financialducksinarow.com
Discussion of the actual dollar benefit maximum WEP impact that may be realized.
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Your IRA and Your Spouse - Or Maybe Not
financialducksinarow.com
Your IRA provides you with considerably more flexibility in designating beneficiaries when compared to an employer plan like a 401k.
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Do you know the Social Security rules well enough to make sure you're not leaving money on the table?
financialducksinarow.com
Do you know the rules well enough to make sure you aren't leaving Social Security benefits on the table?
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What's Up With Medicare Premiums? How Increases Are Determined
financialducksinarow.com
How are Medicare premiums determined each year? Sometimes there is an increase, and other times there's not (at least for some).
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Comparing a Roth IRA and Roth 401(k)
financialducksinarow.com
roth 401 k, Roth 401(k), Roth 401k, Roth IRA, roth ira, roth ira account, roth ira contribution, roth ira contributions, roth ira, roth 401k
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How to Get Your Prior Year Tax Return Information From the IRS
financialducksinarow.com
If you need your information from a prior year's tax return, here's how the IRS suggests that you can get this information.
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What's best for me? A Roth IRA or a traditional IRA?
financialducksinarow.com
When it comes time to choose between a Roth or Traditional IRA, which one is better?
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Running Afoul of the One-Rollover-Per-Year Rule (and How to Fix It)
financialducksinarow.com
IRA, Roth conversion, Roth IRA, tax
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Splitting inherited IRAs can simplify matters for two or more recipients.
financialducksinarow.com
Splitting an inherited IRA into multiple IRAs is important to maintain your own distribution plan after the death of the original owner.
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Taxes when Re-depositing IRA Withdrawals
financialducksinarow.com
What are the tax impacts when re-depositing IRA withdrawals? Depending on the nature of the withdrawal, you may have some issues to deal with.
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