Hey Paul: As a single Mom of two kids and a modest income I don’t have any taxes withheld from my paycheck. I won’t receive a refund as I didn’t pay any taxes. My total income for the year was…
TaxSmack
Bringing Financial Planning to the 99%
Month: February 2016
When should you start Social Security?
Paul Hamilton | More Than Money | Posted: Friday, February 19, 2016 8:01 pm Hey Paul, When should we begin our Social Security benefits? We are a middle-income couple with about $300K in our 401(k) and IRA. We are in…
Posted in Retirement Planning, Social Security
Social Security isn’t just for seniors
Paul Hamilton | More Than Money | Posted: Thursday, February 11, 2016 6:59 pm Hey Paul, My parents are close to retirement and they each have a Social Security statement that gives their retirement benefits at different starting ages and…
Posted in Retirement Planning, Social Security
Spousal benefits and the demise of social security
Paul Hamilton | More Than Money | Posted: Thursday, February 4, 2016 1:38 pm Hey Paul: I am a physician who will turn 66 this year. What’s the highest possible social-security benefit that I would receive based on high earnings? I…
Posted in Retirement Planning, Social Security