by Brian Bickett | Jun 18, 2018 | Blog
Full Retirement Age – How does it effect Social Security Retirement Benefits? Full Retirement Age, sometimes referred to as Normal Retirement Age or the abbreviation “FRA”, is the age at which an individual who has qualified for Social Security Retirement...
by Brian Bickett | Jun 12, 2018 | Investments, Retirement
The Tax Cuts and Jobs Act of 2017 eliminated the option to reverse (or recharacterize) ROTH IRA conversions. This doesn’t mean that ROTH IRA conversions are dead. The ability to reverse a specific ROTH IRA conversion was just one of the several potential...
by Brian Bickett | Jun 10, 2018 | Social Security
Once again, the Trustees for Social Security release their annual report for the previous year. This year the 260-page report goes into great detail about the current financial status, future assumptions, and projections. This year’s Trustees Report...
by Brian Bickett | Jun 4, 2018 | Taxes
Gift taxes are a subject that I get questions about on a fairly regular basis. The question itself implies some inaccurate information or misunderstanding around gift taxes. It is generally asked by a parent trying to help one or more children financially. A concerned...
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