The Retirement & Tax
Monthly Newsletter

Issue #29 - May 2025

Our May Issue contains:

🧾 TCJA Sunset & What It Means for You
💼 Mid-Year Investment Tune-Up
🏛️ Estate Planning Essentials

Issue #28 - April 2025

Our April Issue contains:

1. A Modern Day Stoic Quote: Insight amidst chaos.
2. A Market Volatility Reminder, and
3. Enter to win a $40 raffle for a Broadway trip package to see WICKED
(includes TWO tickets, dinner for 2, and luxury transportation).
Limited to 100tickets, supporting Chester County Lifelong Learning.

Issue #27 - March 2025

Taxes are in the News! Our March Issue contains:

1. A St. Patty's Day Poem that has some fun with the topic of Taxes...
2. A list of a few potentially impactful tax changes that impact retiree's...
3. A Random Read about how your 'sign' may correlate with when you file your taxess, and more!

Issue #26 - February 2025

Our February Issue contains:

1. Retirement & Tax Lessons from this year's Groundhog Day,
2. A link to a helpful Tax Prep Checklist so you don't forget anything during Tax Filing Season
3. Upcoming Lifelong Learning classes, a 25% off coupon, and more...

Issue #25 - January 2025

Our January Issue contains:

1. Social Security in the News,
2. A local Tax Return Literacy Course structured to cover high level tax planning strategies to help you keep more of your hard-earned money.
3. And more...

Issue #24 - December 2024

Our December Issue contains:

1. Potential Gifts from Uncle Sam this Christmas,
2. An upcoming Tax Literacy Course (coming in January 2025)
3. And reflections on 2 years (24 issues) of the newsletter...

Issue #23 - November 2024

Our November Issue contains:

1. Post-Election Stock Market Articles,
2. What you CAN focus on to Improve your Accounts,
3. Rave reviews about our Online Courses...and more!

Issue #22 - October 2024

Our October Issue contains:

1. Fall Fests (Oktoberfests),
2. In-Person Courses,
3. Online Courses,
4. The Election coming...and more!

Issue #21 - September 2024

Our September Issue contains:

1. Some SHOCKING stories about Financial Scams, helping you realize just how scary these scammers can be!
2. A podcast that shares stories about Financial Scams that you can learn from...
3. A link to our In-Person & Online Courses to help you reduce your tax Bill...and more!

Issue #20 - August 2024

Our August Issue contains:

1. The IRS FINALLY clarifies a law it established over 2 years ago...
2. An interesting Social Security Fact...
3. A link to our Mini-Course on Roth Conversions...and more!

Issue #19 - July 2024

Our July Issue contains:

1. Retirement Account "Advice" from a Founding Father
2. A link to our Mini-Course on Roth Conversions...and more!

Issue #18 - June 2024

Our June Issue contains:

1. A Market Update for the month ending May 31st...
2. A story about the ol' adage "Sell in May and Go Away"
3. A link to our Mini-Course on Roth Conversions...and more!

Issue #17 - May 2024

Our May Issue underwent abit of SPRING CLEANING, so it looks different and has a few extras in it.
Check it out:

1. Why you should keep your 2023 Tax Return out to look for opportunities it may be helping you see...
2. An interesting article from Turbo Tax that talks about some of the things you can find on your tax return...
3. The upcoming release of a Mini-Course on Roth Conversions...more to come on that!

Issue #16 - April 2024

In our April Issue, we share excitement about the upcoming Solar Eclipse!
And share a lesson that the eclipse can teach us!

1. How the advice of "Don't Miss the Eclipse" reminds us of other advice that directly impacts your Retirement...
2. An interesting article about Healthcare's New Math that everyone on Medicare should read...
3. Important Dates in the month of April

Issue #15 - March 2024

In our March Issue, Lucky the Leprechaun shares an interesting Tax Article he found: 

1.  A very interesting article about how 401k's may be phased out because Uncle Sam is getting hungrier,
2. A case study article about Social Security claiming, and
3. Information about Bryan's Tax Survival Class held in March!

Issue #14 - February 2024

In our February Issue, Punxsutawney Phil shares his insight on a few articles he found: 

1.  A Bill Proposed to Eliminate Income Tax on Social Security Benefits,
2. An opinion piece on the surprising cost of Medicare's IRMAA surcharges,
3. A prediction not just about Spring, but about the Stock Market in 2024!

Issue #13 - January 2024

In our 1st issue of 2024, you'll get:

1.  Valuable market and interest rate updates,
2. A helpful checklist for the upcoming Tax Filing Season, and
3. Insightful articles on whether 2024 will be a BOOM or a BUST!

Issue #12 - December 2023

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

1.  How changes and proposed changes to Taxes could directly impact your income,
2. How tax rates and deductions are expected to inflate in 2024,
3. The deadline for taking 2023 RMDs is nearing, and more!

Issue #11 - November 2023

In our November issue of the Retirement & Tax Monthly Newsletter, we do "3 Up & 3 Down". This month you'll learn about:

1. What to expect when Social Security's Cost-of-Living Increase hits,
2. How your Medicare Part B premiums are inflating faster than your Social Security benefits,
3. And what the Government is saying about 401(k) costs and fees.

Issue #10 - October 2023

In our October issue of the Retirement & Tax Monthly Newsletter, we unveil a NEW FORMAT. "3 Up & 3 Down". This month you'll learn about:

1. How a Government Shutdown would affect Social Security Payments,
2. How Federal Law could impact your Social Security Payments,
3. And keen insight into the 2 best ways to get money into a Roth IRA!

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