Displaying 406 results
Dealing with widows requires empathy and patience
Advisers can help with financial triage and encourage clients to avoid rushing into nonurgent decisions.
Future retirees often overestimate Social Security benefits
Advisory clients are better informed about claiming strategies.
Hints about Social Security COLA and Medicare premiums in 2020
Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!
Widows, widowers and Social Security
Surviving spouses have more claiming options than other types of Social Security beneficiaries, but timing is crucial.
Grown children may be hazardous to your wealth
Boomers continue to subsidize adult offspring at the expense of their own retirement.
The cost of putting off enrolling in a Medicare drug plan
Healthy seniors who sign up late face possible sticker shock.
Top reasons to file a tax extension
The penalty for failing to file exceeds the penalty for failing to pay, and an extension can also help with saving for retirement.
Update on Social Security reform
Congressional panel holds hearings, but no action is expected this year.
Choosing between a retroactive lump sum and a bigger monthly Social Security benefit
Some retirees can receive up to six months of back benefits.
Baseball, taxes and retirement destinations
New tax rules could affect retirees' relocation decisions.
Future retirees ponder Social Security strategies
Delayed claiming decisions will be based, in part, on interest rates.
Medicare and the high cost of prescription drugs
There is no annual limit on out-of-pocket costs under Medicare Part D.
2019 is a key year for Social Security
Those turning 66 this year are the last group eligible for the spousal claiming strategy.
Rules for claiming Social Security at 70
Some individuals' benefits will begin automatically; others have to take action.
Don’t wait too long to claim Social Security
Delayed retirement credits end at 70, so there's no reason to defer claiming beyond that age.
Calculating Social Security survivor amounts
What happens to the survivor if a worker dies before claiming benefits?
Couples should coordinate Social Security, Medicare decisions
Marital status and employment dictate signup deadlines.
Advisers’ guide to helping clients with open enrollment
There's still time to re-shop Medicare coverage for those already enrolled.
Tax-smart year-end charitable giving
How to maximize donations under the new tax rules.
Future retirees focus on taxes
Clients expect advice on tax-efficient withdrawal strategies.
