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Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.
June 22 -
The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.
June 19 -
Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.
June 16 -
Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.
June 14 -
A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.
June 13 -
Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.
June 9 -
Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.
June 6 -
Couples would be better off retiring at the same time, as they face major life changes together. And leaving a career-driven spouse at home in retirement can throw a marriage out of whack.
June 2 -
Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.
May 26