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Getting Stealthy at 63

Getting Stealthy at 63

We start driving at 16, become adults and vote at 18, and can drink once we turn 21. When we’re older, the “milestone” ages become a bit less exciting and more about money. Most of us will tap into our retirement accounts at 59 ½, enroll in Medicare at 65, and start collecting our social ...
Getting Lumpy With Your Giving

Getting Lumpy With Your Giving

Susan and Lisa are a charitably-inclined married couple with a recently paid-off home.  They will soon file a tax return and then make sad faces when they realize they can’t write off their sizable contributions to their favorite nonprofit because of changes in the tax law…unless they do this ...
We Married for the Money

We Married for the Money

Ray and Reynaldo are an older couple who got used to a life where marriage wasn’t an option.  They had their version of a ceremony and did some planning to ensure their goals would be achieved many years ago, and no one got down on one knee once it became legal for same-sex couples to marry. ...
The Almost-Retired Entrepreneur’s Free Tax Lunch

The Almost-Retired Entrepreneur’s Free Tax Lunch

Ray has enjoyed a successful career as a therapist, and recently celebrated his 60th birthday. He decided to slow things down and work a part-time schedule. And even though he doesn’t need any money from his IRA yet to support his lifestyle, he’s going to do just that. Why? Because it will ...
Done by 60: Cashing Out, Staying Put

Done by 60: Cashing Out, Staying Put

Are you within a year or two of an early retirement, or whatever you want to call the next chapter of your life? Before you decide which of your investment accounts you’ll withdraw from to replace your income, you may want to try an alternative strategy and get some cash out of your home while ...