Amanda Schiavo is an associate editor of Employee Benefit News. Follow her on Twitter at @SchiavoAmanda.
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The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
June 6 -
Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.
June 5 -
They can do research by visiting funeral homes to get a better understanding of cost and burial details.
June 3 -
Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.
May 31 -
"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.
May 30 -
Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.
May 29 -
An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.
May 28 -
Ensure their contributions don't exceed the limits to avoid a penalty tax.
May 24 -
Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.
May 22 -
Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.
May 21
