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The IRS is dramatically changing the Form W-4 and the Employer methods for determining withholding amounts for 2020. They have published drafts of Form W-4 and Publication 15-T. Background: I am retired and receive both pension and Social Security. My Spouse receives Social Security. In...

I intend to roll my 401k to IRA. When I retired I started periodic withdrawals from my 401k under the separation during year of turning 55 rule. My employer's plan required that I establish a duration for withdrawals and not change it. Ever. Changing it requires immediate total distribution...

Here is an article from Marketwatch that may be of interest: 15 words to add to the retirement lexicon - MarketWatch Example: Some are right on, but I doubt they will catch on.:)

This link: https://secure.ssa.gov/apps10/poms.nsf/lnx/0202409100 Sections GN 02409.100 through .130 describe how the SS will administer this. Describes how the SS administration will process a voluntary suspension of benefit payments, apply delayed retirement credits, and resume benefit...

I came across this on Facebook. I have not verified any of these but some may be true: Dunkin Donuts gives free coffee to people over 55 . If you're paying for a cup every day, you might want to start getting it for FREE. YOU must ASK for your discount ! RESTAURANTS: Applebee's: 15% off...

Found this site that has a subsidy calculator: National Health Care Calculator The interesting thing to me was in the notes section that describes the bases for the amount of subsidy: National Health Reform Calculator I thought this was of interest since I had not seen this level of detail...

I just saw this: Retirement Planner: Special Extra Earnings for Military Service Does anyone know if these credits are already reflected in your Social Security Benefits estimate that SS provides?

Reports: 'Leave it to Beaver' actor Frank Bank dies at 71 | Fox News

Has anyone Read this article: Retiree health benefits: Facing extinction? - Elizabeth O'Brien's Retire Well - MarketWatch I have not heard of any changes from my Megacorp yet, but I do expect things to change somehow. My old Megacorp currently pays 75% of my healthcare policy and half of the...

Here is an interesting page published by the SSA: Expenditures of the Aged Chartbook, 2010 It provides statistical results of spending by age group. This is consistent with previous posts about spending dropping as we age.

Merry Christmas!

I have an HSA for family coverage. I contributed to my HSA while employed via the employer deducting the HSA contribution from my pay and depositing it directly in my HSA. After I retired, I continued HSA contributions by direct transfer from my checking account to the HSA. When I retired...

I am 55 years old and am retiring early as of August 1, 2011. I have 4 children, two are grown and I have two at home (aged 7 and 14). As you can guess the latter two are from my second and final marriage. I have been blessed with a career with a single company for 29.5 years. The retirement...