Sean on the Catching Up to FI Podcast

Listen as I talk tax with Becky Heptig and Bill Yount on the Catching Up to FI podcast. You can access the podcast on Apple Podcasts. We discuss tax planning for financial independence, particularly planning for those catching up later in their careers...

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Econome Presentation

Here are the slides for my 2023 Econome Conference presentation. Follow me on Twitter at @SeanMoneyandTax This post and the accompanying slides are for entertainment and educational purposes only. They do not constitute accounting, financial, inve...

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Evaluating Annuities, Pensions, and Social Security – SWR Series Part 56

February 6, 2023 Welcome to another installment of my Safe Withdrawal Rate Series. See the landing page of this series here for an intro and a summary of all posts I’ve written so far. On the menu today is an issue that will impact most retirees: we all likely receive supplemental cash flows in retirement, … Continue reading Evaluating Annuities, Pensions, and Social Security – SWR Series Part 56

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Social Security Bridge Strategy

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Social Security Bridge Strategy This comprehensive guide helps you Bridge the Gap to optimize social security: a Social Security Bridge Strategy. Optimizing Social Security is an important component of retirement financial security. Frequently it pays ...

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TikTok Tax Advice

There’s tax advice available on TikTok. Is it worth following? Does it miss the big picture? Retirement Saving Through Various Forms of Life Insurance TikTok tax advice often boils down to something like the following: don’t save in traditional retirem...

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5 Reasons to Not Give Up on Social Security

How safe is Social Security? Should you count on it for your retirement planning? Here's why I absolutely believe it can be counted on.   Today’s Classic is republished from White Coat Investor. You can see the original here. Enjoy! How safe is Social Security? I hear a lot of people say, “You can't count […]

The post 5 Reasons to Not Give Up on Social Security appeared first on Passive Income M.D..

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The Four Backstops to the Four Percent Rule

Introduction Worried about an early retirement based on the Four Percent Rule? Might the 4% Rule work because of natural backstops most early retirees enjoy?  The 4% Rule The 4% Rule is a rule of thumb developed by the FI community. For example, J...

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Early Retirement and Social Security

I can’t retire early! I’ll destroy my Social Security! Is that true? What happens to Social Security benefits when retirees retire early? Are significantly reduced Social Security benefits a drawback of the financial independence retire early (FIRE) mo...

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As A Millennial, What Can You Expect From Social Security?

If you're in your 20s or 30s, can you count on Social Security benefits in 40 or 50 years? Half of Millennials say "no". Here are the facts.If you're in your 20s or 30s, can you count on Social Security benefits in 40 or 50 years? Yes and no. It's like...

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Big Social Security Benefit Increase for 2023: Why This Year it Might Actually Almost Be Enough

The Social Security Administration is predicted to announce a big Social Security benefit increase for 2023. Beginning next January, Social Security paychecks are currently predicted to show a Cost of Living Adjustment (COLA) of 8.7%. This is a huge bump over the modest 1.3% increase that was awarded in 2021 and even a pretty big…

The post Big Social Security Benefit Increase for 2023: Why This Year it Might Actually Almost Be Enough appeared first on NewRetirement.

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