-
Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.
March 2
-
One of these snags is taxation on clients’ retirement income, which can hurt their cash flow.
February 28
-
More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.
February 27
-
Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.
February 26
-
Older clients who have lost a job prior to retirement are advised to first consider filing for unemployment insurance and begin making revisions to their budget.
February 25
-
Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24
-
“The advice I give is to calculate the financial impact for each option,” an expert says.
February 21
-
Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.
February 20
-
The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.
February 19
-
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18
