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!
Learn if you should reach out for some assistance in planning your Railroad Retirement. Not everyone needs help but many do. Learn some of the triggers that would make you want to seek help.
Learn alternatives to stockpiling cash for emergencies in Railroad Retirement. With the depressed interest rates and soaring inflation these alternatives might work for you.
Learn the different strategies when it comes to making your Required Minimum Distributions (RMDs) in Railroad Retirement.
Learn about this stealth tax that affects high earning railroaders called the Net Investment Income Tax. Understand who is subject to this tax and some common situations that could trigger this tax.
Learn how to track your progress for Railroad Retirement by building a Balance Sheet. Understand the importance of creating goals with your Balance Sheet.
Watch this edition of the Highball Advisors Whiteboard to get a working knowledge of what a widower of a railroader can expect from their Survivor Annuity.
Setting realistic return expectations is the cornerstone for build a successful railroad retirement plan. Railroaders need to set a more realistic expectation for investment return expectation.
Learn the penalty two railroaders who are married can incur in Railroad Retirement on their Tier 2.
Railroaders should understand the importance of insurance in protecting their plans. Watch this video to understand how you should be evaluating your insurance needs.
There is a tremendous tax savings afforded railroad retirees who accumulated railroad stock over the years. Learn how to use a NUA strategy in Railroad Retirement.