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 the situations when it might NOT make sense to do a Roth Conversion in Railroad Retirement.
Learn why railroaders are hard pressed to purchase a annuity for Railroad Retirement
Understand the Railroad Retirement benefits that make a case for working for the railroad.
Watch this episode of the Highball Advisors Railroad Retirement Whiteboard to learn the 7 mistakes railroaders can make when it comes to their estate plan.
Learn how a married couple that both work for the railroad get hit with a implied penalty in Railroad Retirement.
Learn the best strategy for early Railroad Retirement when using the Rule of 55 or the Rule of 72(t) as well as avoiding the penalties if not done correctly.
Understand why the Last 60 Month Rule is the best strategy to reduce the impact of Government Pension Offset in Railroad Retirement.
Learn the mistakes that couples make when they claim their Social Security and Railroad Retirement.
Learn the possible tax consequences of moving to another railroad and how to recoup the overpayment of Railroad Retirement taxes.
Expecting a large amount of Back Pay from the railroad? Understand the benefits of taking the pay right-now for the period when it is was earned.