Tax and Retirement Planning for Families with a Stay-At-Home Spouse

Tax and Retirement Planning for Families with a Stay-At-Home Spouse

Feb 13, 2017

In many families, one of the spouses stays home, often to care for children and the household. This may be hard work, but for tax purposes the contributions of the stay-at-home spouse are not recognized in the same way as they are for individuals with earned income. If your wife or husband does not have paid employment, your family may have to do some additional planning to minimize your tax bill, while ensuring that you are saving enough for retirement to cover the needs of both partners.
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A Look at Tax Planning for Retirement

Feb 13, 2017

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the amount of taxes you owe after the age of 65, you still need to plan ahead if you want to minimize your tax bill from the IRS.
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Countdown to Retirement Strategies for Saving in Your 50s

Dec 15, 2016

The Baby Boom generation is about to enter another era: retirement. Never known for accepting the status quo, Baby Boomers are ready to redefine the “golden years.” Forget about endless days of leisure. This generation seeks adventure, travel, and new business pursuits. While these changes may redefine retirement, will Boomers be able to finance their plans? Today, many people age 50 and older have not begun to save for retirement or have yet to accumulate sufficient funds.

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KNBR 680 Radio Interview

Dec 14, 2016

Nick is a guest on the popular KNBR 680 radio show on 6/11/16 with host and close friend David Hollander discussing the 5 critical ages that require everyone’s action and attention in retirement.