Skip to content
Wednesday, July 6, 2022
Latest:
  • Don’t Let Fear Guide Your Investment Strategy
  • Wine Down and Relax
  • A Place for Good Coffee
  • The 30 Greatest Threats to Your Retirement
  • The Pickleball Craze Comes to Rochester
55 Plus Rochester

55 Plus Magazine for Rochester's active adults

Reaching the Fastest Growing Population in the Rochester Region

  • Top Stories
    • Cover Stories
  • Features
    • Dining Out
    • Last Page
    • Visits
  • Columnists
    • Addyman’s Corner
    • Financial Health
    • Golden Years
    • Long-term Care
    • Memories
    • My Turn
    • Savvy Senior
  • Issues
  • About Us
  • Why Advertise?
  • Readership
  • Subscription
  • Contact

Financial Health

Columnists Financial Health 

The SECURE Act: Dealing with Loss of the “Stretch” IRA

August 22, 2020 admin

By Jim Terwilliger Earlier this year, we reviewed key elements of the SECURE (Setting Every Community Up for Retirement Enhancement)

Read more
Columnists Financial Health 

The CARES Act: What You Need to Know

June 28, 2020 admin

By Jim Terwilliger On May 27, President Trump signed the CARES (Coronavirus Aid, Relief, and Economic Security) Act of 2020,

Read more
Columnists Financial Health 

Managing Financial Uncertainty

April 22, 2020 admin

By Jim Terwilliger These past several months are unprecedented in modern times. The COVID-19 health crisis came out of nowhere

Read more
Columnists Financial Health 

The SECURE Act: What You Need to Know

February 22, 2020 admin

‘New legislation will have a significant impact on everyone who has a 401(k), IRA or any similar employer retirement plan.’

Read more
Columnists Financial Health 

What’s New in 2020?

December 19, 2019 admin

By Jim Terwilliger The federal government always keeps us on our toes. Calendar/tax year 2020 is no exception. Most of

Read more
Columnists Financial Health 

Dealing with Investment Volatility

October 16, 2019 admin

By Jim Terwilliger Continued from last issue In a previous column, we explored the concepts of volatility and sequence-of-returns as

Read more
Columnists Financial Health 

Dealing with Investment Volatility … and More

August 22, 2019 admin

By Jim Terwilliger Most investors are familiar with the concept of volatility. But many are not acquainted with the associated

Read more
Columnists Financial Health 

Managing Income Taxes in Retirement

June 19, 2019 admin

By Jim Terwilliger One would think that by the time you reach retirement, your income tax picture would be simpler.

Read more
Columnists Financial Health 

Understanding the Roth IRA Five-Year Rule

April 15, 2019 admin

By Jim Terwilliger In past columns, we frequently extolled the virtues of the Roth IRA. Congress did us a big

Read more
Columnists Financial Health 

Important News for New York State Taxpayers

February 20, 2019 admin

By Jim Terwilliger Reminiscent of the 1970s hit tune by Fleetwood Mac, “Go Your Own Way,” New York has decided

Read more
Columnists Financial Health 

New Numbers for a New Year

December 22, 2018 admin

Most of the numbers that impact our tax and retirement planning lives are different this year By Jim Terwilliger We

Read more
  • ← Previous
  • Next →

Latest Issue


Click to view our interactive version.

Click here to view past issues.

RSS
Follow by Email
Facebook
Facebook
fb-share-icon
Twitter
Tweet

2022 Healthcare Guide


Click to view our interactive version.

Categories

  • Columnists
    • Addyman's Corner
    • Financial Health
    • Golden Years
    • Long-term Care
    • Memories
    • My Turn
    • Savvy Senior
  • Features
    • Dining Out
    • Last Page
    • Visits
  • Issues
  • Sponsored
  • Top Features
  • Top Stories
    • Cover Stories
  • Uncategorized
Copyright © 2022 55 Plus Magazine for Rochester's active adults. All rights reserved.
Theme: ColorMag by ThemeGrill. Powered by WordPress.