retirees

Money

Why Are So Many Retirees Renting Out Rooms In Their Homes, And Should You Join Them?

More retirees are going full circle and, just like they did in their 20s, are sharing a home with roommates.…

Read More »
Money

How Tariffs Could Impact Affluent Retirees

When I started writing this article, my intent was to cover the impact on all retirees, not just those with…

Read More »
Money

Retirement Taxes and the IRS: What Retirees Need to Know for 2025

As you transition into retirement, your financial landscape can shift dramatically. For some, gone are the days of a W-2…

Read More »
Money

The Golden Window: A Top Tax Strategy for the Right Retirees

For retirees, tax planning presents unique financial challenges and opportunities. Among these opportunities is what financial experts call the “Golden…

Read More »
Money

The Social Security Fairness Act: Good News for Retirees?

The Social Security system is insanely complicated. I often joke when I teach Social Security classes to certified public accountants…

Read More »
Money

Private Jets Are Within Reach for Wealthy Retirees: Here’s How

One of the pleasures of retirement is finally getting to do some of the things you have dreamed of doing…

Read More »
Money

A Little-Known Tax Buster for Rich Retirees: Zero-Coupon DST

For retirees with substantial incomes, managing tax obligations is a critical aspect of financial planning. One strategy that offers both…

Read More »
Money

Trump to Tariffs: How Retirees Can Manage Market Turmoil

From President Trump’s overhaul of the Federal government to tariffs and inflation, there is a lot to keep retirees up…

Read More »
Money

How Federal Retirees Can Make SSFA Repeals Work for Them

Editor’s note: This is part two of a three-part series about making the most of the changes in Social Security…

Read More »
Money

How to Avoid Costly Tax Mistakes That Many Retirees Make

Retirees naturally want to get the most out of the money they spent a lifetime saving — but sometimes Uncle…

Read More »
Back to top button