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Estate Planning
A primary purpose of estate planning is to distribute your assets according to your wishes after your death. Successful estate planning transfers your assets to your beneficiaries quickly and usually with minimal tax consequences. |
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Factors that May Affect Retirement Benefits
The Social Security Administration`s Web site provides information about Retirement, Survivors and Disability Insurance Benefits, and Supplemental Security Income. The site also provides wage reporting information for employers. |
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Housing Information for Seniors
Looking for housing options for yourself, an aging parent, relative, or friend? Do some research first to determine what kind of assistance or living arrangement you need; what your health insurance might cover; and what you can afford. |
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Making a Will
The simplest way to ensure that your funds, property and personal effects will be distributed after your death according to your wishes is to prepare a will. |
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Find Your Retirement Age
There are disadvantages and advantages to taking your benefit before your full retirement age. Each person's situation is different, so make sure you contact Social Security before you decide to retire. |
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Plan Your Retirement
The planner provides detailed information about your Social Security retirement benefits under current law and points out things you may want to consider as you prepare for the future. |
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Top Ten Things to Know About Reverse Mortgages
Reverse Mortgages are becoming popular in America. The U.S. Department of Housing and Urban Development (HUD) created one of the first. HUD's Reverse Mortgage is a federally-insured private loan. |
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Social Security Benefit Calculator
The calculators will show your retirement benefits as well as disability and survivor benefit amounts on your record if you should become disabled or die today. |
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Tax Counseling for the Elderly
Tax Counseling for the Elderly (TCE)The Tax Counseling for the Elderly (TCE) Program offers FREE tax help to individuals who are age 60 or older. |
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Consumer Information on Pension Plans
The Employee Benefits Security Administration (EBSA) provides a Web page dedicated to consumer information on pension plans to provide retirement plan participants and their beneficiaries with information on their rights under the federal pension law |
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