The Helper locomotive is there to assist trains to get over steep grades. This blog serves the same purpose. It is here to help give ideas to get you over those steep financial grades that lie ahead of you. I hope you enjoy!
Understand the taxes you can expect on your 60 and 30 Railroad Retirement Annuity. Learn the importance of changing your withholding later in retirement.
Nobody likes letters from the RRB asking for their money back or that you have been penalized. Learn how to avoid overpayment penalties when you collect Social Security and Railroad Retirement.
A primer to get help you get started with Railroad Retirement when it is time to retire from the railroad. Pay special attention to the documents you need to complete the process of getting your annuity.
Learn to create a Railroad Retirement paycheck. Understand how diversification of your investments can increase your safe withdrawal rate in Railroad Retirement.
Learn some of the biggest myths when it comes to your Railroad Retirement. There is a lot of noise when it comes to Railroad Retirement, it's important that you know what is correct and what isn't.
Watch this edition of the Highball Advisors Whiteboard where I go through the RRB report to Congress on the state of the Railroad Retirement system.
Learn about the possible deductions from continuing to work and collecting on your Railroad Retirement Survivor Annuity.
Understand the opportunity career railroaders have to still get their railroad retirement plan in shape before they leave.
Learn 401k strategies that might be suitable for railroaders. Partnering your Railroad Retirement Annuity with your 401k can lead to a great Railroad Retirement
Low interest rates continue to impact a railroader's Tier 2 annuity. Big insurance companies are departing the annuity industry as the ability to generate a return becomes much more difficult in a low interest environment. Railroaders don't need annuities for retirement income as their Tier 2 handles that job. And now with annuities becoming more expensive, the Tier 2 annuity is so much more valuable.