Keen On Retirement

Most financial people talk about return on investment. Today, we’re going to talk about “return on life” with author and retirement expert Mitch Anthony.

Should retirees “work” in retirement doing something they love? How does that affect your Social Security income? Is paying off your mortgage before you retire a good idea or are you better off with the extra cash cushion? What should you do when you inherit an IRA from your spouse?

Do you remember The Bucket List, the 2007 movie starring Jack Nicholson and Morgan Freeman? It popularized the idea of coming up with a list of things to do and places to see before your days are done. Whether it’s skydiving, attending a lion safari in Tanzania, or some other adventure, a bucket list became a way to set a goal around achieving certain life experiences.

Today, we’ll explore these questions and a few more as we take a look at what other people are saying about retirement and whether we think they’re correct…or just misguided.

Now that we’re in tax season we thought it would be appropriate to take a look at income and taxes in the United States. How are they distributed? Is it fair? What does it take to be in the top 1%?