Understanding Your Social Security… Social Security Statements For Those Who Don’t File A Tax ReturnIssue 33.09 If you’re age 25 or older, pay Social Security taxes and are not yet receiving monthly benefits, you should get an automatic Social Security Statement in the mail each year about two to three months before your birthday. The Statement is a valuable […] Issue 33.09 Communication has certainly changed through the years. My parents, while courting, made contact through ham radios on sets built by my dad (his hobby) using Morse code. Neither of their families owned a telephone. There was only one telephone at a local store […] Issue 32.09 The use of a revocable trust (sometimes referred to as a “living trust” or “family trust”) to plan one’s estate has become very popular. Despite the popularity of the revocable trust, revocable trusts are not without their potential problems. August 6th, 2009 | Category: Jeffrey McKenna | Comments are closed Issue 32.09 We each have a few things we would like to do when we retire. Here are a few things my clients shared they would like to do prior to or after retiring to put in our bucket list: go […] Issue 32.09 We talked about travel planning last time. How about planning your next vacation and saving money on it? Over the last ten years, I have used the computer to plan trips to Alaska, New York City, St. Louis and Nauvoo, Phoenix, the Mexican […] Issue 32.09 Rare is the modern day vacationer who selects a picture postcard, addresses it, adds a stamp and puts it in a mailbox to be delivered several days to a week later to a lucky recipient. We phone or email instead. Even greeting cards […] Issue 32.09 In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion. Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year. […] Issue 32.09 Part 2 We shouldn’t confuse “cleaning up” the new FamilySearch records with the aim of creating “perfect” records. The clean up implies gathering all known data, ensuring temple work is done, then providing sources, making notes and just […] Issue 32.09 There’s a lot you can do at Social Security’s website, and it’s easy to locate — just go to www.socialsecurity.gov. You can estimate your retirement benefits, find out what kinds of government benefits you might qualify for and even apply for benefits online. […] Issue 32.09 There is no place in St. George quite like the BeeHive Cottages. Here you’ll find Senior Independent Living the way it was meant to be. Our residents’ lives are enriched and stimulated by the quantity & quality of our […] |
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