Caroline RakerIf you're nearing retirement or already receiving Social Security benefits, you might be wondering: Do stock options count toward my Social Security earnings? It's a great question, and the answer can affect your benefit amount and tax situation.
Caroline RakerAs more Americans choose to live, work, or retire abroad, questions about how dual citizenship might affect their Social Security benefits have become increasingly common. Whether you’ve acquired a second passport for family, lifestyle, or tax reasons, it’s important to understand how your dual status can impact your retirement income and benefit payments.
Caroline RakerAvoid costly ERISA mistakes. Learn the most common compliance pitfalls employers face, their consequences, and practical steps to protect your plans, fiduciaries, and employees.
Caroline RakerThinking about a retirement gap year? Learn how this transition phase can ease the shift from work to retirement, align your finances, and help you design a life with purpose and balance.
World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com