Economic Security Planning, Inc. Today’s column addresses questions about whether filing at 70 increases spousal and survivor’s benefits payable to a spouse, when the combined family maximum applies and whether previous COLAs are included in delayed retirement benefit rates. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of
Taxes
IRS Forms 1099 are important, tipping off the IRS and your state how much you were paid for the year. But do you really want or need all those forms? IRS Forms 1099 remind you that you earned interest, received a consulting fee, or were paid some other kind of income. Each Form 1099 is matched to
getty Professor Zvi Bodie, my long-time friend and Boston University colleague, has long been an avid proponent of I-bonds, introduced by the US Treasury in 1998. Given today’s negative yields on TIPS (Treasury Inflation Protected Securities), Zvi’s argument for I-bonds is particularly compelling. Professor Zvi Bodie is my long-time friend and Boston University colleague. He’s also
Can you get into trouble for urging other investors to buy stock or options in a company? getty As just about everyone knows by now, investors communicating on the Reddit forum WallStreetBets drove up the stock price of GameStop while openly discussing both their tactics and their reasoning. Some of them purchased GameStop shares as
WASHINGTON, DC – FEBRUARY 01: U.S. Sen. Susan Collins (R-ME) speaks as (L-R) Sen. Bill Cassidy … [+] (R-LA), Rep. Jerry Moran (R-KS), Rep. Todd Young (R-IN), Sen. Lisa Murkwoski (R-AK), Sen. Shelley Moore Capito (R-WV), Sen. Thom Tillis (R-NC), Sen. Mitt Romney (R-UT) and Sen. Rob Portman (R-OH) talk to reporters after meeting with