Working from home during COVID-19 might not qualify for a tax break
The six-part online series is co-sponsored by the American Heart Association and qualifies for six continuing education credits
Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits
Focusing on benefit size rather than claiming age can improve outcomes
Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.
Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes
If a client has remarried after a divorce, they may still be eligible for divorced widow benefits when the first spouse dies.
Squeezing Social Security’s funding source could accelerate the depletion of the trust fund
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
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