Tag Archives: social security

Identity Theft: What to Watch out for and What to do

imageTax-related identity theft typically occurs when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund. Anyone can fall victim to identity theft. Here is an important reminder of how to protect yourself from identity theft, what to watch out for, and what do if your identity has been compromised: Continue reading

Tax Implications of Retiring Overseas

bigstock-Retirement-Vacation-Concept-H-109874129Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to look at the tax implications because not all retirement country destinations are created equal. Here’s what you need to know. Continue reading

Tax Implications of Retiring Overseas

foreign earned incomeAre you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to look at the tax implications because not all retirement country destinations are created equal. Here’s what you need to know.  Continue reading

Did You Hear What Just Happened With Social Security?

retirement planningCongress just eliminated two popular strategies used to get greater retirement benefits. So our friend, Todd Pouliot, AIF, at Gateway Financial provided this great information to share with you.

If you want to claim Social Security benefits soon, keep a date & a number in mind. The date is April 30, 2016. The number is 62. Continue reading