How to Maximize Social Security Benefits: Retirement Scan
Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey.
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With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed. more »
Investors are being prompted to ask some tough questions on the value their advisors bring, as well as training and compensation; Plus, how to build a tax-efficient portfolio for clients. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »
The more portfolio managers invest in their own funds the better, according to a recent Morningstar study. more »
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year. more »
Clients who want bigger investment returns can supplement their target-date funds by directing 40% of their assets to small-cap value stocks; Plus, why investors will need less money for retirement than they think. more »
Nine smart things to do with a client's refund;Plus, reorganizing a client's portfolio to reduce fees, taxes. more »
One third of pre-retirees are likely to retire poor or near poor as a result of a significant decrease in employer-sponsored retirement savings plans; Plus, the single most obnoxious retirement fund fee. more »
No matter how strong their operating earnings, companies can't pay dividends without this. more »
Some advisors are hesitant to recommend a conversion for high-net-worth clients since President Obama supports changes to key features of Roth IRAs; Plus, can Social Security benefits increase after age 66? more »
Lipper granted its awards to the best mutual funds and best overall fund families this week. Here are performance stats on the winning funds of the winning companies. more »
Despite fears of rising interest rates, long-term Treasury bonds are worth considering. more »
A client who earns a higher income than her spouse is advised to file for benefits before reaching full retirement age so her husband can begin getting a spousal benefit. more »
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