by Kristine McKinley | Jan 13, 2018 | Uncategorized
The magic number for most people to retire is age 65. However, some people will retire before then, whether by choice or by chance. If you will be retiring before “normal retirement age”, you may face many challenges, such as how to tap into your assets, the...
by Kristine McKinley | Dec 29, 2015 | Taxes
In what has become an annual ritual, Congress recently passed a last minute bill to extend tax laws that expired at the end of 2014. The good news is that some of these extenders are now permanent, which will eliminate the need to extend them in future years. Other...
by Kristine McKinley | Nov 5, 2015 | Social Security
Earlier this week President Obama signed the 2016 budget deal which included several surprise provisions for Social Security. The two biggest changes will be to the “file and suspend” strategy and the ability to file a “restricted application”. The loss of these two...
by Kristine McKinley | Dec 20, 2010 | Featured Post, Taxes
Good news for charitable IRA owners over age 70 ½… the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed last week by President Obama, extends the ability to give up to $100,000 directly from your IRA to a charitable institution,...
by Kristine McKinley | Jan 17, 2009 | Investing, Personal Finance, Retirement
After watching their 401K balances shrink up to 40% in 2008, many people are wondering if they should change their allocation to include more “safe” investments, or if they should move completely to “safe” investments then move back into the...
