February Personal Finance Newsletter
February 14, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
The February personal finance newsletter is now available. In addition to the investing market update, the topics are:
- Extension of tax-free charitable contribution option from IRAs for those over 70 1/2
- New cost basis reporting rules (important for those with taxable investment accounts)
- Summary of the health care law provisions going into effect this year
Click here to read the newsletter.
How to Maximize Social Security Benefits
February 7, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
Baby boomers, learn how to maximize your social security benefits and about recent changes to the social security program. I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, February 15 at 6:30 pm. It’s designed for baby boomers to help you maximize your retirement income. We will cover:
- 5 factors to consider when deciding when to apply for benefits
- Why you should always check your earnings record for accuracy
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
You are welcome to attend and bring your questions! Please RSVP to library@cityofkeller.com for planning purposes.