In this True Vine Letter, I provide an overview of Social Security Retirement Benefits. This Letter is designed to provide the informed reader with a refresher and the uniformed reader with a general understanding of how the system works so that they can start thinking properly about their benefit(s), if applicable.
The Retirement Savings Contributions Credit is a nice incentive for saving for retirement for those who qualify.
Individual Retirement Accounts are an important part of the investing landscape faced by Americans. They offer long term investors the potential for significant tax savings. In this Letter, I review the essential components of IRAs. Subsequent Letters on more complex IRA related topics will build upon this foundation.