News
Friday July 11, 2025
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...More |
Savvy Living
What do I need to do to receive disability benefits from Social Security?
Collecting Social Security Disability Insurance (SSDI) benefits when you are unable to work can indeed be challenging. Each year, approximately two million people apply for SSDI, but more than two-thirds of them are denied. While reasons for denial vary, the leading reason is that applicants fail to prove that they are disabled and unable to work. Here are some steps you can take that can help improve your odds of approval.
Are You Disabled?
The first thing you need to determine is if your health condition qualifies you for Social Security disability benefits. Eligible health conditions typically include physical or...More |
Washington News
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated stock or land.
IRA Charitable Rollover — The IRS refers to the IRA charitable rollover as a qualified charitable distribution (QCD). An individual over age 70½ is permitted to make a transfer directly from his or her IRA custodian to a qualified charity. The transfer is not included in taxable income. If the IRA owner is over age 73, the distribution may fulfill part or all of the IRA owner’s required minimum distribution (RMD).
Because many individuals have invested their IRAs in stocks, bonds or other...More |
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