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 edition of the Highball Advisors Whiteboard where I go through the RRB report to Congress on the state of the Railroad Retirement system.
Learn about the possible deductions from continuing to work and collecting on your Railroad Retirement Survivor Annuity.
Learn alternatives to stockpiling cash for emergencies in Railroad Retirement. With the depressed interest rates and soaring inflation these alternatives might work for you.
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.
Learn how to track your progress for Railroad Retirement by building a Balance Sheet. Understand the importance of creating goals with your Balance Sheet.
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.
Setting realistic return expectations is the cornerstone for build a successful railroad retirement plan. Railroaders need to set a more realistic expectation for investment return expectation.
Learn the penalty two railroaders who are married can incur in Railroad Retirement on their Tier 2.
Railroaders should understand the importance of insurance in protecting their plans. Watch this video to understand how you should be evaluating your insurance needs.