Results for "On Retirement"

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Gradually converting a traditional IRA to a Roth can boost nest egg

November 10, 2016

The first wave of baby boomers who turned 70 ½ this year must start tapping their traditional retirement accounts soon and pay taxes on those required minimum distributions. For those first boomers who turn 70 ½ this year, who were born from...

New book offers advice on how to navigate the post-DOL rule world

October 26, 2016

New government rules require that financial advisers put their clients' interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now....

Protect client assets from aggressive unclaimed property rules

September 1, 2016

Who doesn't like a good treasure hunt? State governments have claimed more than $41 billion in lost property from U.S. taxpayers over the past few decades. All you have to do is prove that the property is yours — assuming you even knew it...

Health savings account limits to increase for some in 2017

July 29, 2016

Health savings accounts, which were established in 2003 to allow individuals and families to save money from their paychecks in tax-deferred accounts, have been touted as a great way to save for medical expenses both today and in retirement....

This simple retirement spending strategy takes on the 4% rule

June 22, 2016

For nearly two decades, the 4% rule reigned supreme as a benchmark of how much retirees could safely afford to withdraw from their nest eggs initially, with annual increases for inflation, and be reasonably certain they would not outlive their...

A widow's Social Security dilemma

June 9, 2016

When it comes to collecting Social Security benefits, widows and widowers have more options than other beneficiaries. If a surviving spouse is entitled to both a retirement benefit on his or her own work record and a survivor benefit based on...

Retiree medical expenses could outpace Social Security benefits in 20 years

May 23, 2016

A new report projecting health care costs for current and future retirees is chock full of scary numbers that should keep most financial planners up at night. But just as hiding under the covers during graphic horror flick scenes won't change...

Retirees just want to have fun, Merrill Lynch study says

May 12, 2016

An oft-cited maxim in financial planning circles is that the average American spends more time planning a vacation than planning for retirement. Perhaps that is a good thing because for many Americans, retirement looks as if it could be one...

Dispatch from the retirement front: Choosing a retirement destination

April 26, 2016

I was delighted to learn that my home state of Virginia snagged the number-one spot in the 2016 Retirement Environment Index (REI) created by investment advisory firm LPL Financial Research. The second annual LPL index ranks each of the 50 states...

Longevity can be an asset in retirement

March 28, 2016

When it comes to retirement planning, longevity is considered one of the four major risks to one's savings, along with market risk, inflation risk and interest rate risk. But the forecasted surge in the number of Americans 65 and older over...

Medicare surcharge letters dampen holiday spirits

December 8, 2015

There's a new Grinch stealing holiday cheer, and her name is IRMAA. That's short for Income Related Monthly Adjustment Amounts, which is government lingo for the higher Medicare premiums that some people must pay next year if their retirement...

Graying advisers perform juggling act with baby-boomer, millennial clients

November 24, 2015

Despite the ongoing debate in the financial advice community about how to attract and accommodate the next generation of investors, retirement clients will continue to be the core of most financial planning practices. In fact, retirement investors...

Don't abandon Social Security strategy to avoid Medicare hike

October 26, 2015

Ever since the Social Security Administration announced that there would be no cost-of-living adjustment for benefits in 2016, financial advisers have been clamoring for guidance about how to protect their clients from a steep increase in Medicare...

Software evolving beyond Social Security maximization

October 18, 2015

I am always amazed by the brilliance of computer software designers. They can take the most complicated financial planning decisions and reduce them to a one-click — or one-swipe — tool. Social Security claiming decisions have benefitted...

Women and retirement planning: Walk a mile in her shoes

October 4, 2015

Women think about retirement planning differently than men. Marcia Mantell gets it. Women are completely comfortable talking about many “M-word” topics ranging from marriage and motherhood to mammograms and menopause, Ms. Mantell writes...

Dispatch from the retirement front – one year later

September 17, 2015

One year later and the retirement honeymoon continues. My husband, Mike, left his federal government job in July 2014 and the feeling, in his words, that “every day is Saturday” is just as delicious today as when he retired just over a year...

Delaying Social Security may boost Medicare costs

August 17, 2015

Recently, I wrote about a double-whammy to future retirement income for some higher-income clients in 2016. Although there is not likely to be a cost-of-living-adjustment for Social Security benefits next year, Medicare premiums may increase...

Presidential candidates can't ignore Social Security

August 5, 2015

The clock is ticking for the Social Security Disability Insurance Trust Fund. Unless Congress intervenes, the trust fund will run dry in late 2016 — just about the time Americans will be electing a new president. Without action, the 11 million...

Latest trends in the retirement income market

July 7, 2015

More than 75 million baby boomers are either in or nearing retirement, and many of them are looking for financial planning advice for their new phase of life. On the surface, it seems like a natural fit between investors looking for advice and...

Social Security envisions a new tech-savvy future

June 10, 2015

The timing couldn't be worse. Soon after the Social Security Administration unveiled its blueprint for increasing its use of technology to deliver customer services to aging and disabled Americans, news broke about the latest cyberattacks against...

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