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Tax Guide Updates

Comment posted to “The Individual Investor’s Guide to Personal Tax Planning 2013,” by AAII staff, in the December 2013 AAII Journal.

In the Estate Tax section, there is a typo saying for 2014 the total effective exclusion would be $10.68 billion; I believe t

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Discussion

Lawrence Flescher from Wisconsin posted 2 months ago:

It would also be nice to see a treatment of benefit choices after divorce. The workers at SS give conflicting accounts. Any advice?


Mary Dehoff from Arizona posted 2 months ago:

I began to collect my benefit at age 62. I would reach the break point (should have done it another way) at age 85. I do not believe that by the time I am 85 (10 years from now) those of us with assets will be eligible for any social Security benefit. We will be means tested out of benefits.

If I am wrong, I doubt it will affect the amount of steak I eat.

Mary


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