Nov 25th, 2024 by jblankenship. Photo credit: jb Qualified Retirement Plans (QRPs), which include 401(k), ...

In a previous article we reviewed the very confusing  Social Security Spousal Benefit. That article raised a lot of questions from readers about ...

Note: you can find the first part of this discussion of Social Security Survivor Benefits at the link. Part 1 covered the basics of Survivor Benefits, ...

Photo credit: jb Have you ever wondered if it was actually necessary to file a tax return? Perhaps your income is relatively low, and so you wonder if ...

When you have a 401(k) plan that contains stock in your company, there is a special provision in the tax law that may be beneficial to you. This ...

Dec 30th, 2024 by jblankenship. Financial planning often requires us to face our own certain demise – ...

Photo credit: jb In what some, including myself, may find a surprising move, recently Congress approved a measure to completely eliminate the ...