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!
Watch this episode of the Highball Advisors Railroad Retirement Whiteboard to learn of the five changes that I would make to the railroad retirement system.
Learn the tremendous benefits that a spouse of a railroader is entitled with their Spousal Annuity from the Railroad Retirement Board.
Watch this episode of the Highball Advisors Railroad Retirement Whiteboard to learn the importance of your Survivor Annuity in your financial plan.
Learn how to get six months of Railroad Retirement that you might have missed. Understand what can trigger retroactive payment of your Railroad Retirement.
Understand the taxes you can expect on your 60 and 30 Railroad Retirement Annuity. Learn the importance of changing your withholding later in 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.
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.
Learn the penalty two railroaders who are married can incur in Railroad Retirement on their Tier 2.
Learn about the effect of two incomes on your Railroad Retirement. Watch at the end a strategy to maximize your Railroad Retirement and Social Security.
If you are leaving the Railroad then watch this video. Railroaders need to understand the consequences and responsibilities of accepting a "Buyout" from the railroad.