Aging Peacefully

  TurboTax Migration Guide:  Windows to Windows Overview This guide covers migrating TurboTax software, data files, and settings from an old Windows PC to a new one. Prerequisites Administrative access on both computers External storage device or network connection for file transfer TurboTax product year and version information Step-by-Step Migration Process Step 1: Locate Your TurboTax Data Files Tax Return Files (.tax2024, .tax2023, etc.): Default location: C:\Users\[YourUsername]\Documents\TurboTax\[Year] Alternative locations to check: C:\Users\[YourUsername]\Documents C:\ProgramData\Intuit\TurboTax\[Year] Backup your data files: Open File Explorer Navigate to the locations above Copy all TurboTax folders to your external drive or cloud storage Step 2: Export TurboTax Settings (Optional) Program installation location: Default: C:\Program Files (x86)\Intuit\TurboTax [Year] Or: C:\Program Files\Intuit\TurboTax [Year] Application data: C:\Use...

Retirement Dates that are Important! Here are some important dates and programs related to retirement and Social Security that you should be aware of: Full Retirement Age (FRA): This is the age at which you can receive your full Social Security benefits. It ranges from 65 to 67 depending on when you were born. For example, if you were born between 1943 and 1954, your FRA is 66. https://www.ssa.gov/retirement/full-retirement-age Early Retirement: You can start receiving Social Security benefits as early as age 62, but your benefits will be reduced by a certain percentage for each month before your FRA. Delayed Retirement Credits: If you delay taking Social Security benefits past your FRA, you'll receive delayed retirement credits that increase your benefit amount. For every year you wait (up to age 70), your benefit will increase by a certain percentage. Medicare Enrollment: You should sign up for Medicare Part A and B when you turn 65 or you may face penalties and higher premiums l...