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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 -
A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.
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 -
Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.
April 25 -
Spouses on either side of the split can benefit — or lose — based on their claims strategies.
April 21 -
Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.
April 20 -
Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.
April 20 -
Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.
April 19 -
ESG investing is one way to motivate young clients and boost their contributions.
April 18 -
The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.
April 13 -
A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.
April 11 -
They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.
April 10 -
Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.
April 7 -
Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.
March 31 -
With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.
March 30 -
Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.
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