Review of a PLR that provides relief for a taxpayer who did not complete a rollover within the required 60 days. The post When a 60-day Rollover is Not a 60-day Rollover appeared first on Getting Your Financial Ducks In A Row. Related posts:60-day...

The last bastion of flexibility in Social Security claiming strategies seems to be the coordination of retirement benefits with Survivor benefits. The post Survivor Benefit flexibility appeared first on Getting Your Financial Ducks In A Row. Relate...

What happens at full retirement age when you've been receiving disability benefits all along? Do you have options? The post Disability Benefits at Retirement Age appeared first on Getting Your Financial Ducks In A Row. Related posts:No Application...

A DPOA might make a lot of sense if you have a period of incapacity. Especially for your IRA, if you have a Roth Conversion strategy. The post Disability and Your IRA appeared first on Getting Your Financial Ducks In A Row. Related posts:Staging Yo...

Illustrating the difference between Full Retirement Age for retirement benefits versus Full Retirement Age for survivor benefits. The post FRA for Retirement Benefits vs FRA for Survivor Benefits appeared first on Getting Your Financial Ducks In A Ro...

Designating a contingent beneficiary can be an important part of your overall wealth distribution plan. Learn more here. The post Contingent Beneficiary Designation appeared first on Getting Your Financial Ducks In A Row. Related posts:Inherit an I...

I received the following question from a reader. It’s a unique situation that you may find interesting, so I thought I’d share the interaction with you: Here’s my situation, this year I started with the following: (A) Rollover IRA (from rollover fund...

How does the WEP (Windfall Elimination Provision) apply when you take a lump-sum payment from your non-covered pension plan? The post How does WEP work for a lump-sum pension payout? appeared first on Getting Your Financial Ducks In A Row.

Here is a detailed explanation of the components of your Social Security benefits statement. You can get this statement online at any time. The post Your Social Security Benefits Statement appeared first on Getting Your Financial Ducks In A Row. Re...

Do you understand what your Social Security statement is actually telling you? Chances are you might not realize what they've assumed. The post What Your Social Security Statement Is Telling You appeared first on Getting Your Financial Ducks In A Row...