Tax season is approaching, and with 1099-Rs available online, getting this key NYSLRS tax form is now faster and more convenient than ever. Most NYSLRS pensions are subject to federal income tax (some disability benefits are not taxable). If you receive taxable income from NYSLRS, we provide a 1099-R tax form for filing your taxes. […]
, About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Save Money with These Tax Tips , Ep 333 Posted by Benjamin Brandt Podcast 0 Tax season is here so when I found this article from Morning Star to share some tax tips for you . Your tax bill will be the largest bill you pay in retirement . If you want to reduce it , make sure to press . play Helping clients save money on taxes and avoid common investment mistakes is an important task for financial planners . If you donâ t have a financial planner , that means you are your own financial planner , so youâ ll want to take good . notes Outline of This Episode 1:22 Maximizing tax savings 3:30 How to utilize deductions 7:45
2023 was a tough year for commercial real estate. The Fed raised the interest rate 11 times and the cost of borrowing money increased tremendously. Commercial developers had a hard ... Read more
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Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
The post Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled appeared first on NewRetirement.
If you are misinformed about long term health care costs, you might not get the care you want. Find out how much it costs and how to pay for it.
The post The Actual Costs of Long Term Health Care appeared first on NewRetirement.
You need a retirement plan even if you don't want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!
The post How to Breakthrough the Top 3 Mental Roadblocks to Retirement Success appeared first on NewRetirement.
As a NYSLRS retiree, you can work and still receive your pension, but you should be aware there may be a limit on how much you can earn each year without affecting your NYSLRS pension. Whether the earnings limit applies to you depends on: Please read the information below carefully to find out more. Working […]
Last month, I published a guest post from David Champion about the benefits he’s derived from gamifying his retirement spending. A discussion developed in the comments related to the challenge of securing your online accounts. David was a software engineer before retiring early. In addition to the expertise his background provides, he’s spent time and...
The post Protecting Yourself from Fraud, Theft, and Scams (Part 1) appeared first on Can I Retire Yet?.
, About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page A Tax Break Worth the Hassle , Ep 332Â Posted by Benjamin Brandt Podcast 0 Some tax breaks arenâ t worth the hassle of pursuing them , however , todayâ s example is definitely worth the hassle If you are charitably minded youâ ll want to listen to learn about the advantages of making qualified charitable distributions . Discover how to increase your standard deduction while enjoying charitable tax . benefits Stick around for the listener question to hear a great way to start practicing spending your money when you have been over-flexing your savings . muscle Outline of This Episode 2:22 The power of qualified
Hey everyone! How are you doing on your journey to Financial Independence? If you’re just starting, the best way to surge ahead is to be frugal and invest more. My ... Read more
The post When Can You Stop Being Frugal? appeared first on Retire by 40.
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Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
The post Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future appeared first on NewRetirement.
After months of speculation, last week the SEC approved spot Bitcoin ETFs. In the months prior to the approval, Bitcoin reentered the public consciousness. Its price jumped by over 60% in just under three months. Simultaneously, I’ve been noticing a resurgence in interest in Bitcoin in personal finance circles. SEC approval makes trading Bitcoin more...
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, About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page We Need to Talk About Your Retirement Spending , Ep 331 Posted by Benjamin Brandt Podcast 0 Planning retirement spending is tough to do since there are so many unknowns . Many people tend to take a fear-based approach and rely on the 4 rule . Some even take a step further and spend less of their nest . egg Todayâ s Retirement Headline urges you to take a different approach . Listen in to hear what the article advises and my thoughts on the matter . Then stick around for the listener question to learn how our national macroeconomic situation affects financial . planning Outline of This Episode 1:22 Rethink, About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page I Donâ t Want To Be Old When I Am Old , Ep 330 Posted by Benjamin Brandt Podcast 0 I donâ t know about you , but I want to stay active and healthy for as long as possible . Thatâ s why when I saw this Forbes article I knew I wanted to share it with . you If you want to learn how to age gracefully and maintain your vitality , you wonâ t miss this episode . Then , stick around to hear my answer to the question : why do some people have a hard time with retirement Outline of This Episode 1:24 How to age gracefully and maintain vitality 4:20 Embrace interdependence 9:55 Why do some people have a hard time with
The past year was a good one for most investors. All of the holdings in my retirement portfolio were up, many of them by double digits. Stock funds were the stars, but my bond funds did decently, gold posted a strong year, and even cash got into the act with measurable returns. By contrast, 2022...
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Blog en español Donate MENU Our Issues Fact Sheets and Position Papers Medicare Medicaid Affordable Care Act Pensions Social Security Prescription Drugs Resolutions Annual Congressional Voting Record Join Us State Alliances Alaska Arizona California Colorado Connecticut Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Maine Maryland District of Columbia Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico New York North Carolina Ohio Oregon Pennsylvania Rhode Island South Carolina Texas Vermont Virginia Washington West Virginia Wisconsin About Us Our Achievements Leadership Alliance Brochure Annual Activity Reports Sponsoring Unions CAN Mission Member Benefits Issue Toolkit January 05, 2024 220 People Finished Paying
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive?
The post How to Live a Long Life: 15 Habits of Happy and Healthy Aging appeared first on NewRetirement.