Susan Allen Financial

12/29/2025

Is it time to add a Roth Ira to your portfolio?
You can contribute for 2025, until the tax deadline April 15. Roth Ira contributions are at $7,000 for those under 50 and $8,000 for those over 50. Increasing to $7.500 and $8,600 for 2026.

09/11/2025

There seems to be confusion about the new tax rules. Social Security is still taxed. What is new is the senior deduction for those sixty- five and over.
The new deduction is $6,000 per person, $12,000 for a married couple. This does not reduce taxable Social Security.
There are income limits- phase out for the full deduction starts at $75,000 for a single and $150,000 for married filing jointly.

04/01/2025

Join me at the East Longmeadow Library! Registration required.

Tax Planning and Your Retirement
Tuesday, April 8 6:30—7:30 PM
Community Room
East Longmeadow Public Library 60 Center Square, Suite 2, East Longmeadow, MA, 01028
Tax Planning and Your Retirement

How Will Taxes Affect Your Retirement? Join us for an educational seminar which includes a workbook

Some of the topics we'll review:

Understanding Current Tax Rates
Creating a Tax -Free Income with Roth Ira's and Conversions
What you need to know about Required Minimum Distributions (RMD)
How a higher income affects Medicare premiums
Social Security and taxes

Susan Allen Financial will present Tax Planning and Your Retirement. How Will Taxes Affect Your Retirement?  Join us for an educational seminar which includes a workbookSome of the topics we'll review: Understanding Current Tax Rates Creating a…Learn More . Registration required.

05/27/2024

Sign up online at https://www.eventkeeper.com/code/ekform.cfm?curOrg=ELPL&curID=700374
East Longmeadow Library

05/26/2024

Register today for a FREE seminar about how to make the most of your Social Security benefits and other retirement income-enhancing strategies.

This program will take place on Monday, June 3rd at 6:30pm. Call the Reference Desk 594-1800x3 or email [email protected]

05/14/2024

Join me at The Chicopee Library
Making the Most of Social Security
6:30 PM - 7:30 PM June 3
Are you nearing retirement? Do you want to learn the best strategies for maximizing the lifetime Social Security benefits you receive? Join us for an educational seminar "Making the Most of Social Security" with Susan Allen of Susan Allen Financial.

Some of the topics covered will include:

Changes to Social Security filing strategies
How married couples can help enhance their combined monthly and lifetime benefits
How the “do over” and “start, stop, restart” strategies work
How to claim retroactive benefits as a lump sum
The effect of remarriage on survivor benefits for widowed and divorced spouses
Five factors that could reduce the actual payments you receive
CONTACT: Carol Lynne Bagley 413-594-1800x3 [email protected]
LOCATION: Main Library - Conference Ro