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The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.
August 8 -
Clients should be especially mindful of market movements during the "fragile decade," the span beginning five years before retirement until five years after retirement.
July 28 -
Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.
March 24 -
The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.
March 10 -
The size of the firm may dictate what will work for advisers and employees.
November 28 -
Clients who borrow from their company retirement plans can often get a good rate with no hassle. But if they miss payments, they might face nasty tax charges.
October 26 -
Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.
June 22 -
An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.
April 25