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 Part 1 of a two part series that will give railroaders and financial service individuals a good working knowledge of Tier 1 in Railroad Retirement.
Understand the loss of the Current Connection going into Railroad Retirement. The effect on your Tier 2 Survivor Annuity needs to factored in when you are doing Estate Planning for your family.
As January 4th,2022 approaches, some railroaders have big decisions to make. Understand all the implications that could happen to your Railroad Retirement with the imposition of vaccine mandates.
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.
Learn to create a Railroad Retirement paycheck. Understand how diversification of your investments can increase your safe withdrawal rate in Railroad Retirement.
Learn a way to take the confusion out of onboarding for Railroad Medicare in Railroad Retirement. Understand the important decisions that you will make with Railroad Medicare.
Learn some strategies that Railroaders might employ when investing your 401k funds for their Railroad Retirement. Very important to understand your Railroad Retirement annuity payout in retirement before allocating your investments.
Learn the mistakes to avoid when seeking financial help with your Railroad Retirement. Understand the key components in looking for the right financial advisor.
Understand the optimal amount of cash a railroad retiree cash should keep on hand for Railroad Retirement. Understand the proper way to allocate your resources for a successful 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.