40 year corporate finance career in Corporate Finance with Fortune 500 companies including UnitedHealth and ING. Focus on insurance lines including annuities, life and health. Now retired.
Like many favorable tax policies, good or bade, such as lowered tax rates, it would probably keep getting extended by politicians effectively buying votes.
Comments
It’s time to move away from that initial intent in order to save SS while remaining fair.
Post: Many seniors think we paid for our Social Security benefits based on the FICA taxes we paid. Let’s dispel that myth- we didn’t
Link to comment from June 20, 2026
Regardless, the income earned over the cap may be 100% or so on those 6% of individuals.
Post: Many seniors think we paid for our Social Security benefits based on the FICA taxes we paid. Let’s dispel that myth- we didn’t
Link to comment from June 20, 2026
Same reason. It’s not found money. That would make the deficit larger. Granted, a SS fund solution is sorely needed soon.
Post: Just the facts about Social Security
Link to comment from June 13, 2026
Like many favorable tax policies, good or bade, such as lowered tax rates, it would probably keep getting extended by politicians effectively buying votes.
Post: Should Retirees Get a Temporary Flat Tax Window on IRA and 401(k) Withdrawals?
Link to comment from May 23, 2026
Yes - right into a Roth
Post: Should Retirees Get a Temporary Flat Tax Window on IRA and 401(k) Withdrawals?
Link to comment from May 23, 2026
Is the link working for folks? It isn’t for me.
Post: GLP1 Access for Only a $50 Copay?
Link to comment from May 17, 2026
Selling off the current large capital gains was my issue as well.
Post: Direct Indexing Anyone?
Link to comment from May 17, 2026
Nice article and reminder why I have bonds and in fact tweaked up my holdings in this market up turn. I do appreciate that senior position.
Post: Resilient Investing
Link to comment from May 16, 2026
Cohen sounded incompetent. It’s a complete no go. Makes zero sense.
Post: Pricing the Impossible
Link to comment from May 9, 2026
I wouldn’t anticipate an 80% reduction in price. I just don’t see it. Hopefully you’re correct and I’m wrong!
Post: Ageing and the Open Road
Link to comment from May 2, 2026