Recent Articles from Aaron Leatherwood
The Limitations of Social Security
Three primary instances where Social Security may be limited include earnings test, windfall elimination provision and government pension offset.
Social Security Considerations: Spousal and Survivor Benefits
Strategies for married couples used to be complex, but those have been phased-out for anyone born on or after Jan. 2, 1954. However, there are still some strategies to consider.
A Break-Even Analysis of Social Security Considerations
Our analysis for determining the right strategy for clients considers the following factors: 1) break-even analysis, 2) portfolio withdrawal needs, 3) earnings test and 4) planning for married couples. For this article, we will be focusing on break-even analysis.
When to Consider Converting to a Roth IRA
Evaluating income tax rates, the ability to pay taxes on the conversion with non-IRA assets, estate tax, minimum distribution requirements and additional income tax considerations.
What to Know About Medicare Part B Premiums
As you prepare for the next chapter in your life that includes Medicare, it’s important to learn about your options, costs, and benefits so you can feel confident in the decisions you make.
Defining Your Why: How to Make an Impact
If you haven't already, start to define your own why. Start to think about who you want to impact, the type of impact you want to have and the changes you may need to make. And don't forget to write it down.