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Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.
October 25 -
When searching for the right plan, it is important that retirees assume their health will one day change.
October 18 -
Cases often go unreported because many times seniors are too embarrassed.
October 15 -
Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.
September 24 -
Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.
September 1
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From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.
September 1 -
Clients who outlive their retirement savings are among those most at risk.
August 16 -
Seniors living overseas are advised to enroll before moving back to the U.S.
August 9 -
Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.
August 2 -
Some plan to downsize to an inexpensive town nearby.
July 15 -
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 -
As much as 46% believe Medicare will cover the costs of long-term care.
May 23 -
Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.
May 10 -
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 -
Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.
April 26 -
“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.
April 23 -
Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.
April 8 -
Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.
March 21























