Our monthly blog, Retirement Planning Insights, provides practical retirement planning tips, info and education (and sometimes some random personal stuff about us😁)
The basics of Medicare and the annual election period
Don't give up on bonds and bond funds
If you're 63 or older, make sure you get to know IRMAA
There is value in retirement planning, but it can't be measured
Summary of the different Modified Adjusted Gross Income, or MAGI, figures relating to retirement planning
What you should (and shouldn't) do as a result of weak markets and high inflation
Using I Bonds in your portfolio
Possible alternatives to bonds in your portfolio
Understanding mutual fund capital gain distributions in your brokerage account
Beware of the "pro rata" rule when doing Roth conversions
Understanding Social Security survivor benefits
2021 end of year tax planning opportunities
Four podcast episodes about tax management in retirement planning
Planning opportunities around potential tax increases and retirement account changes
How to give to charities tax efficiently
All about Roth conversions
Understanding bonds, bond prices and bond yields
The tax implications of giving gifts
The tax implications of owning rental property
The basics of the Net Investment Income Tax, or NIIT