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Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.
May 10 -
Americans aged 50 and older would pay bigger health insurance premiums under the new health care bill that cleared the House of Representatives.
May 9 -
Retirees are advised to find gigs that suit them and have realistic expectations about the work they do.
May 8 -
Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.
May 5 -
More people are planning to wait to file for benefits, but just 25% are even aware of their full retirement age.
May 4 -
Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.
May 3 -
Clients should not necessarily consider a 401(k) the first stop for retirement savings.
May 2 -
The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.
May 1 -
To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.
April 28 -
Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.
April 27