Price Hikes Coming For Medicare Premiums in 2016: Retirement Scan
Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.
More in Annuities
Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits. more »
Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement? more »
Employees may express interest in annuities, yet few retirement plan sponsors are rushing to offer them within their 401(k) plans. more »
Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals. more »
By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later. more »
One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close. more »
First-quarter annuity sales fell to $52.7 billion, a 6.9% decrease from the previous quarter. more »
More seniors are using their retirement income to pay down their house debt, making them vulnerable to financial trouble once they run out of savings or suffer from an illness; Plus, why that 'guarantee' on your client's annuity might be a red flag. more »
Clients give up access to their money with annuities, so they are advised to use only a portion of their savings in these products; Plus, they should activate a fraud alert if they think their Social Security number has been compromised. more »
Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement. more »
Gen Xers are more pessimistic than baby boomers about their retirement prospects; Plus, the surprising new company benefit that's helping Americans retire. more »
Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad. more »
If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates. more »
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