The Retirement & Tax
Monthly Newsletter

Issue #09 - September 2023

In our September issue of the Retirement & Tax Monthly Newsletter, you'll learn about:

1. How an age-old product has been performing for over a century, AND how you can better understand and use it...
2. Long-Term Fixed Rates still at significant highs,
3. Our Fall Tax Survival Class and when you can attend.

Issue #08 - August 2023

In our August issue of the Retirement & Tax Monthly Newsletter, you can:

1. Find FIXED INTEREST RATES at 5.6%,
2. Read about the US Credit Downgrade,
3. Discover how you can Outperform 99% of your Neighbor's (Investments), and more!

Issue #07 - July 2023

In our July issue of the Retirement & Tax Monthly Newsletter, you can:

1. Learn why paying IRMAA surcharges might be a GOOD thing for you?!?
2. Learn the (not so surprising) truth of what would happen if Social Security goes "BUST" and just keeps paying benefits, and
3. Why CD rates are LOWER the longer you park your money there.

Issue #06 - June 2023

In our June issue of the Retirement & Tax Monthly Newsletter, you can:

1. Learn why ROTH IRAs may not always be the best fit! (wait, WHAT?!?!)
2. Learn about STEALTH TAXES that can cost you,
3. See how a tiny "insignificant" cost can actually COST YOU DEARLY!

Issue #05 - May 2023

In our May issue of the Retirement & Tax Monthly Newsletter, we:

1. Talk about the importance of reviewing your tax return before you file it away for the year!
2. Describe how you can learn to read and understand your tax return better,
3. Expose yet another hidden item in your investment and retirement accounts that you'll want to identify so that it doesn't eat away at your heard-earned wealth.

Issue #04 - April 2023

In our April issue of the Retirement & Tax Monthly Newsletter, we:

1. Talk about the recent BANK FAILURES and what it may mean for us,
2. Look closely at the talk about Social Security Cuts, and what is really happening,
3. Link to the final date for our Spring Income & Estate Tax Survival Class where you can learn eye opening insights about how taxes work in retirement (Did you miss it?  We hold these in the Fall too, just keep an eye out or ask!)

Issue #03 - March 2023

In our March issue of the Retirement & Tax Monthly Newsletter, we:

1. Debunk common misconceptions about Roth accounts like: "Am I too old?", "Won't a conversion push me into a higher tax bracket?", and "My Required Distributions started, isn't it too late?",
2. Clarify the definitions of Roth CONTRIBUTION and Roth CONVERSION, to help you avoid confusion,
3. Link to our Spring Income & Estate Tax Survival Class where you can learn more (Did you miss it?  We hold these in the Fall too, just keep an eye out or ask!)

Issue #02 - February 2023

In our February issue of the Retirement & Tax Monthly Newsletter, we share:
    1. Whether the Secure Act 2.0 is a Retirement Boost or a Tax Trap,
    2. A link to a helpful YouTube videos with the "5 things you should know about Secure Act 2.0"
    3. How your Social Security "raise" may actually be a "catch", and more!

Issue #01 - January 2023

In our first issue of the Retirement & Tax Monthly Newsletter, we share:
    1. How to identify opportunities to reduce how much you pay in taxes.
    2. A helpful checklist for the upcoming Tax Filing Season, and
    3. Good news about Medicare