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Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.
June 11 -
The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.
June 11 -
Depression can be a big risk for seniors as they transition to retirement.
June 7 -
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 -
"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.
May 30 -
As much as 46% believe Medicare will cover the costs of long-term care.
May 23 -
The number of recipients has increased as the baby boomer generation reaches retirement age.
May 23 -
Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.
May 17 -
Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.
May 10 -
The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary."
May 8 -
I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.
May 8
Wealth Logic -
A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.
May 3 -
A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
April 30 -
Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.
April 26 -
Asset reserves are projected to become depleted in 2035, a year later than previously estimated.
April 22 -
One state has two of the top three cities in terms of boomer debt.
April 18 -
Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.
April 17 -
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.
April 17 -
Tapping into these plans is one method used to prevent bankruptcy.
April 16
















