The Veterans Pension program provides monthly payments to wartime Veterans who meet certain age or disability requirements, and who have income and net worth within certain limits. Find out if you’re eligible for this benefit. Are you dreaming about that sweet government retirement? I’ve been researching federal retirement systems extensively, and let me tell ya … Read more
So you’ve finally done it. After decades of work early mornings and saving diligently, you’ve reached the promised land of retirement. Congratulations! But now comes a whole new challenge – figuring out what to do with all that retirement money you’ve been squirreling away. I’ve spent years researching retirement strategies, and lemme tell you, there’s … Read more
Last updated October 4. 2025 Have you been wondering if your Social Security check magically increases when you hit 72? You’re not alone! Many retirees and soon-to-be retirees ask this question, especially with all the conflicting information floating around online. Today, I’m gonna break it down for you in simple terms. The Quick Answer No, … Read more
Have you ever worried about losing your hard-earned pension to creditors? You’re not alone. As retirement approaches, many folks start to wonder if their nest egg is truly secure. Let’s dive into this important topic and clear up some confusion. The Basic Protection: ERISA as Your Shield Good news! Your pension benefits are generally protected … Read more
Are you wondering if your non-working spouse can still save for retirement through a Roth IRA? Good news – the answer is YES! Even if your spouse doesn’t have a traditional job, they can still build their retirement nest egg thanks to something called a “spousal IRA.” As someone who’s helped many couples maximize their … Read more
If youâre worried you missed out on the opportunity to contribute to an individual retirement account (IRA) for last year, then you might be in luck. With a carryback contribution, you can still contribute to the prior yearâs IRA until you file that yearâs taxes. You can make IRA contributions even if you also contributed … Read more
Are you considering an irrevocable trust as part of your estate planning strategy? While these powerful legal tools offer impressive benefits, they come with serious drawbacks that could leave you regretting your decision for years to come. At our law firm, we’ve seen clients dive into irrevocable trusts without fully understanding what they’re giving up. … Read more
If you’ve spent years in a permanent job, you can get very used to a regular income. And if you haven’t always been in paid work, the thought of guaranteed payments dropping into your bank account in a nice, predictable way can be very appealing indeed. That can be one of the advantages of retirement. … Read more
Are you sitting on a traditional IRA and wondering if now’s the right time to convert it to a Roth? This question plagues many retirement savers, and for good reason – it’s a decision that can have major tax implications both now and down the road. While 2021 was once considered an opportune time due … Read more
A 403(b) is not an IRA. Both retirement accounts have tax benefits but different contribution limits and qualifications. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website. However, this … Read more
