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To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.
September 24 -
The number of recipients has increased as the baby boomer generation reaches retirement age.
May 23 -
Asset reserves are projected to become depleted in 2035, a year later than previously estimated.
April 22 -
The average beneficiary will receive $39 more a month next year.
October 11 -
In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.
July 20 -
As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.
June 26 -
Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.
June 12 -
Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.
April 5 -
Scroll through to learn about five core changes impacting retirees.
March 19 -
New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.
February 21
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Solid financial planning is a key component in helping demystify these government programs.
February 2 -
Clients' statements have invaluable information and are a great launch pad for discussing retirement planning.
October 27 -
The average recipient will receive $25 more a month in 2018.
October 13 -
Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.
September 22 -
Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.
August 29 -
Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.
August 8 -
There is a way to help reshape deeply ingrained destructive habits.
July 31 -
Four key features of the program hinge on reaching full retirement age.
June 28 -
Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.
May 16 -
10 planning strategies from analysts and experts.
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