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Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.
June 11
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Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.
June 10
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Depression can be a big risk for seniors as they transition to retirement.
June 7
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The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
June 6
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Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.
June 5
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Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.
June 4
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They can do research by visiting funeral homes to get a better understanding of cost and burial details.
June 3
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Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.
May 31
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"Part of the conversation should be exploring how your client uses the health-care system," says a CFP.
May 30
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Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.
May 29
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An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.
May 28
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Ensure their contributions don't exceed the limits to avoid a penalty tax.
May 24
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As much as 46% believe Medicare will cover the costs of long-term care.
May 23
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Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.
May 22 -
Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.
May 21
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Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.
May 17
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Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.
May 14
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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
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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
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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
