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Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.
May 31
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Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31
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Modifying popular claiming strategies opens up new client opportunities.
May 31
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Clients really can spend more now and have more later by delaying when they begin payments.
May 31
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Clients really can spend more now and have more later by delaying when they begin payments.
May 31
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Modifying popular claiming strategies opens up new client opportunities.
May 31
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Back Social Security benefits are often overlooked – how to help clients collect.
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
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This could help explain to clients why most should probably wait until 70 to collect benefits.
May 31
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This could help explain to clients why most should probably wait until 70 to collect benefits.
May 31
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Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31 -
Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.
May 27
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Very few retirees have incomes that equal 70% of what they earned in their working years.
May 25
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Higher income may prevent retirees from qualifying for certain assistance programs because of income thresholds; plus, where retirees are moving and why.
May 23
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Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.
May 23
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Retirement may begin with a choice between starting benefits or taking distributions.
May 20
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Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.
May 17 -
The federal plan does not cover some things such as hearing aids and dental care; plus, how age differences in couples affect their Social Security.
May 11
