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SIMPLY RETIREMENT Insights

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What is Modified Adjusted Gross Income and Why is it Important to Retirement Planning?

As an individual or couple planning for retirement, you need to be familiar with the term "Modified Adjusted Gross Income" or MAGI. It's a term that is thrown around a lot in retirement planning, but it can be hard to understand what it means without some explanation. However, it is not only important to understand what it means, but you also need to understand how it is used.

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The Best Ways for Retirees to Give to Charity

It only makes sense to give money to a charity if you are passionate about their cause. As a kind of ‘thank-you’, Congress and the IRS have built in some potential tax benefits for your donations, but only with careful planning can we realize these benefits. Learn the best ways for retirees to achieve their charitable goals.

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