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         Financial Planning Blog

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A Spike in Income during Retirement May Cause a Big Tax Surprise Thumbnail

A Spike in Income during Retirement May Cause a Big Tax Surprise

As your income increases your tax rate increases. In addition to increases in your tax rate, retirees incur three additional taxes/expenses when they reach certain income thresholds. These include taxation on a larger portion of your Social Security benefit, the 3.8 percent Medicare surtax on net investment income and an increase in Medicare premiums.

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Avoid These Common IRA Mistakes Thumbnail

Avoid These Common IRA Mistakes

Avoid Rollover Mishaps – Money moved from an employer’s retirement plan should be transferred directly from the 401k plan to the custodian of your IRA. The check should be made payable to the custodian of your IRA account, not to you.

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