3 Reasons to Wait Till 70 for Social Security

PLUS: Don't Disinherit Your Kids by Accident! (An Obscure Rule You Must Follow)
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BUILDING WEALTH
3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits

In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it, writes Scott Tucker of Scott Tucker Solutions. Plus: How to Calculate the Break-Even Age for Taking Social Security

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You Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule

True story: A father with three kids put them down as the beneficiaries of his nearly $250,000 401(k) account – but when he died, they got nothing. It’s all because of ERISA. Never heard of it? Neither had he, warns Mike Piershale of Piershale Financial Group. Plus: Should I Start Gifting Money (or Even My House) to My Kids?

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Students of great promise deserve a shot at college, regardless of their family’s income. That’s why Berea College has covered tuition for every student since 1892. Make a college education possible for students and enjoy favorable return rates when you invest in a charitable gift annuity at Berea College.

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3 Ways to Avoid a Big Fat Tax Surprise in April

High-earning executives getting stock awards and bonuses in 2021 need to be prepared for the tax bills that will come with them. Ryan Halpern of Brightworth shares how to head off a tax nightmare. Plus: Planning for Early Retirement When You Have Equity Compensation

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Investor Success: Measure in Dollars, Not (Per)Cents

You can’t control the markets, but a big part of your success in investing for retirement is entirely in your own hands, according to Don Bennyhoff of Portfolio Solutions. Plus: Your Retirement: What’s Luck Got to Do with It?

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Untangling Your Finances When You Divorce: Don’t Forget These Important Details

Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details, writes Roxanne Alexander of Evensky & Katz/Foldes Financial Wealth Management. Plus: In a Divorce, What Is Marital Property vs. Separate Property?

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