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 opportunities afforded you in a down market by building your tax-free retirement savings for Railroad Retirement.
Hello friends... learn how the Masters Golf Tournament led to a nice tax strategy to create tax free rental income in 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.
Learn IRMAA strategies to eliminate or reduce these penalties as you head into Railroad Retirement.
Learn a strategy for Railroad Retirement to fund your HSA with a tax free transfer from your IRA. Instead of paying ordinary income tax when you distribute your IRA why not move the money to a HSA.
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.
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.
There are tremendous opportunity for railroaders to reduce their income tax in retirement through Roth Conversions. Watch this Railroad Retirement Whiteboard to understand the complexity behind this strategy.
Taxes are going up sooner or later. Watch this video to learn strategies to protect your Railroad Retirement nest-egg from higher taxes in the future.