Posts by Alli Thomas

Social Security

3 Things Most Pre-Retirees Don’t Know About Social Security

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Estate Planning

Have You Discussed Your Estate Plan With Your Family?…

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Estate Planning, Tax Planning

Three Ways to Give Your Home to Your Favorite Child

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Personal Finance, Tax Planning

What You Need to Know About 2020 IRA Distributions

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Investment Strategies

Don’t Have a Roth IRA? It’s Never Too Late to Convert

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Social Security

Born on or Before January 1, 1954? You May Be Able to…

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Can Your Retirement Hold Up Against the Pandemic? Free 30-Minute Workshop

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Investment Strategies, Tax Planning

Qualified Charitable Distributions: The Triple Threat You…

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Tax Planning

Key Tax Planning Considerations for Retirees and Those Close…

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Investment Strategies, Tax Planning

Four Ways to Maximize Your Retirement Income and Minimize Your Tax Bill

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Tax Planning

Should You Take an RMD in 2020?

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Healthcare

What You Need to Know About Obtaining Medicare Coverage

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Social Security

Did You Take Social Security Benefits Too Early? You May Have Some Options

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