Category

2021

Taxes may increase for many Americans in 2021.

The Tax Outlook for 2021 and Beyond

By | 2020, 2021, Capital Gains Tax, Estate Tax, Roth IRA Conversion, Social Security, Tax, Tax Increases, Tax Loss Harvesting, Taxes | No Comments

In October we examined how the outcome of November’s Presidential Election might impact future stock market returns in the United States.  If you will recall from the article, stocks have performed slightly better under Democrat Presidents than under Republican Presidents historically.  The same data revealed that investors’ returns were even better when they were invested during all Presidential administrations, regardless of…

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Social Security Benefits will receive  a slight increase in 2021.

Social Security Benefit Update for 2021

By | 2020, 2021, Interest Rates, Medicare, Retiree, Retirement Income, Retirement Planning, Retirement Savings, Social Security | No Comments

Social Security benefits represent a salient component of most retirees’ retirement income strategy.  For most American retirees today the two most important sources of retirement income are withdrawals from their own retirement savings and their monthly Social Security benefit.  As such, it is imperative to be aware of new developments with Social Security and its associated retiree healthcare program, Medicare….

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