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If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forgo the least amount of money.
July 13 -
Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?
July 12 -
The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.
July 11 -
Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest
July 11 -
Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.
July 11 -
If clients file for spousal benefits after reaching their full-retirement age, they can get up to six months’ worth of back benefits, but they have to ask.
July 8 -
Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.
July 6 -
Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.
July 3 -
Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.
July 2 -
While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.
June 28