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Advisers must be well-versed in the intricate rules and options that are available.
August 19 -
One approach shows how clients can use their health savings account to cover premium payments.
August 17 -
People who've prepared may still run out of money in retirement if they fail to create a budget or underestimate the amount they need.
August 16 -
The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.
August 16 -
Some seniors shop around for the most affordable health insurance and less expensive drugs every year.
August 15 -
Some are better than others, with a few not yet updated for a law that eliminated double dipping.
August 12 -
Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.
August 12 -
Taxes are the top expense that seniors don't plan for enough, but dental costs and hearing aids are also on the list.
August 11 -
The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.
August 10 -
Why they should stay up-to-date with mergers and the financial difficulties of their past employers.
August 9