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 when the spousal annuity gets reduced in Railroad Retirement based on work from the employee and spouse.
Learn how to protect your family in case something unfortunate happens to you in Railroad Retirement.
Learn about the five big things you should be talking to your advisor about as you near Railroad Retirement.
Learn about the mission of the National Railroad Retirement Investment Trust that manages your Railroad retirement taxes and ensures that you have a secure retirement.
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 five important facts about taxes on your Non-Qualified Stock Options.
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.