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Wealth Advisors | Greg Young
At Wealth Advisors, it’s all about helping create your best 2nd Half. Our focus is on you. Your hopes. Your dreams. Your win. We call it 2nd Half WEALTH.
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Daily Archives: June 1, 2016

survivor benefit

Who Gets the Survivors Benefit from Social Security?

2nd Half (Retirement) Planning, Social Security and MedicareBy Cathy MartinJune 1, 2016

This option is available to most married couples.  With survivor benefits, there are a number of different rules than with other benefits. If you’re confused at the end, call us. How much is the benefit? Social Security uses the deceased worker’s basic benefit amount1 to calculate how much a survivor gets.  However, the widow or…

save for college

Can an IRA Be a College Savings Vehicle?

2nd Half (Retirement) Planning, Retirement Accounts, Roth IRAsBy Cathy MartinJune 1, 2016

You might be surprised at its potential.  An IRA is a retirement savings account, right? Indeed it is. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition on using an IRA to save for other purposes, such as funding a college education. Why would anyone choose an IRA as…

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