Bringing Citizens Many Happy Returns

Posted on 10/1/2014 by | AARP Blog Author | Comments

Money & Work By Nancy Johnson Jane A. Einstein has helped hundreds of people prepare their taxes, but she likes to recall the time she saved a married couple from overpaying $10,000 to the IRS. Einstein, 65, a volunteer with the AARP Foundation Tax-Aide program in Lafayette, filed a return for the newly retired couple, who were beginners at investing. The couple had transferred funds from one investment to another and had neglected to show it was a transfer, not a sale. After …

Will You Be Ready for Retirement?

Posted on 08/4/2014 by | AARP Blog Author | Comments

Money & Work By Jacqueline Thomas When Joe Everett retired in 2007 from his job at the Social Security Administration, he was only 56 and knew he had to have something to keep himself “engaged, physically and mentally.” He found that by becoming an AARP volunteer and sharing his knowledge of Social Security and other retirement-related concerns. One of the most common questions Everett, of Indianapolis, encounters at the seminars he helps lead around Indiana is whether to begin Social Security benefits at …

AARP Smart Driver Courses Available in Your Area!

Posted on 07/1/2014 by | AARP Indiana | Comments

Money & Work In 1979, AARP founded “55 Alive” to help keep older drivers independent, safe and confident while on the road. While its mission hasn’t changed since then, many other things have, including the program name. Today, AARP Driver Safety continues to meet the needs of older drivers through educational programs led by more than 4,000 volunteers and a myriad of resources. But they aren’t the same programs and resources that were available nearly 35 years ago. AARP Driver Safety has continued to evolve …

Why Tweets, Posts and Links Matter to Your Job Search

Posted on 06/2/2014 by | AARP National | Comments

Money & Work By Jean C. Setzfand   If you haven’t looked for a new job in a while, you may be surprised to learn that it’s a different marketplace out there today. If you just sent your resume and cover letter to a hiring manager and hoped the process would follow a normal course of interviews and decision-making, think again.   Today, more than ever, it’s up to you to determine how your skills relate to a specific job opening and to …

Peace of Mind for Moms in the Middle

Posted on 05/2/2014 by | AARP National | Comments

Money & Work By Jean C. Setzfand A survey by Ameriprise Financial found that two thirds of Baby Boomers’ daughters help their parents with financial matters. Maybe you’ve experienced it yourself. Perhaps you’ve also experienced how awkward it can be to have the talk about money matters or caregiving wishes with your parents. Then there’s the other side of the equation. Have you talked with your adult kids about your financial matters, and your vision of how you’d like to live out your …

It’s Not Too Late For a Tax Break

Posted on 04/1/2014 by | AARP National | Comments

Money & Work By Jean C. Setzfand Even though 2013 has come and gone, you can still get a tax break when you file your income tax return. How? By contributing to a Traditional IRA. If you’re self-employed, the same applies to your SEP-IRA or Keogh plan. If you need help filing your taxes, you may qualify for free assistance from the Internal Revenue Service (IRS) or the AARP Foundation’s Tax-Aide program. Read on to learn how. Tax Breaks on IRA Contributions The …