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Retirees on Social Security can expect the government to garnish a portion of their benefits if they fail to make student loan payments.
January 31 -
First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.
January 26 -
The move to reintroduce legislation that seeks to adjust the cap on Social Security wages and to raise the payroll tax is a step in the right direction in fixing the program's solvency woes, says expert.
January 25 -
More retirees are expected to join the gig economy and go on trips that offer unique experiences.
January 24 -
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
January 23 -
For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.
January 23 -
Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
January 18 -
79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.
January 17 -
Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.
January 13 -
While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.
January 12