Learn & plan
Articles
Plain-English guides to Social Security, taxes, estate planning and more, from the instructors at Los Angeles Adult Financial Education.
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When Should You Take Social Security? What to Think About Before You File
Sixty-two, sixty-seven or seventy? The age you pick sticks with you for life. Here’s how to think it through.
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Retirement Doesn’t End Taxes. Here’s Why Your Withdrawal Order Matters
Which account you pull from, and when, can change how much you keep. A plain look at taxes after you stop working.
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The Estate Planning Documents Every Retiree Should Have
An estate plan isn’t just for the wealthy. It’s about making things easier for the people you love. Here’s what belongs in yours.
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Required Minimum Distributions: Your Questions, Answered
At some point the IRS wants its share of your IRA. Here are straight answers to the questions we hear most about RMDs.
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Turning 65? How to Sign Up for Medicare Without the Headaches
Medicare has strict sign-up windows, and missing them can cost you for life. Here’s a simple timeline to follow.