When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is put to another use. Use this guide for top considerations when purchasing a policy.
When it comes to pension benefits for retirement, are you considering a lump-sum payment or a steady stream of income? To make the right decision, it’s critical to consider the big picture, including tax implications.