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Retiree travel dreams reimagined
Covid-era restrictions mean those traveling overseas should have backup plans for their health care and finances.
HHS will not readjust Medicare Part B premiums this year
But it says that Part B premiums are likely to fall in 2023 as a result of cost savings on Aduhelm, a drug to treat Alzheimer's.
Choosing between survivor and divorced spouse’s benefits
Age, work status and benefit amounts dictate which Social Security benefit to claim first.
Convergence of health care costs and retirement planning
Software helps advisers incorporate clients' Medicare expenses into their retirement plans.
2023 Social Security COLA could be biggest in 40 years
The April report on consumer prices suggests inflation could result in an 8.6% cost-of-living adjustment to next year’s benefits.
Social Security underpaid older children by nearly $60 million
Minor and disabled children are eligible for benefits when a parent retires or dies, and those benefits extend until the child is 18 — or 19 if still in high school.
Social Security spousal benefits options
The opportunity to use a valuable claiming strategy will soon disappear.
Social Security rules when divorcing a younger husband
An ex-wife must wait for her former husband to turn 62 to claim benefits on his record.
Retirees’ financial confidence outpaces that of workers
The pandemic era spotlights the vulnerability of pre-retirees and the resilience of retirees.
Social Security rules when widows remarry
Survivor benefits can continue for those who wait until they're 60 to wed.
Tax planning for new retirees
The shift from having taxes withheld to making estimated tax payments can be challenging for people entering retirement.
Inflation to boost future retiree health care costs
A new report shows that even a brief period of inflationary pressures will have long-term impact on expenses.
Retiring in an age of uncertainty
Both new and existing retirees face the challenge of generating steady income in the low-interest-rate environment, which calls into question the traditional 60/40 investment strategy.
Arguments for raising Social Security’s full retirement age
Increased longevity makes it likely that future reforms will mandate a higher retirement age, according to a new report from the American Academy of Actuaries.
Medicare and same-sex couples
Married spouses are covered, but domestic partners may be out of luck.
Divorce complicates Social Security claiming options
The length of the marriage, whether the individual claiming benefits has remarried, and the age at which they're claiming all affect benefit amounts.
Workers show interest in Social Security bridge strategy
A study by the Center for Retirement Research finds that a third of 401(k) participants would choose to delay collecting benefits if they could use 401(k) assets as a temporary substitute.
Social Security faces a customer service backlog
Expect delays as the Social Security Administration's field offices reopen to the public after closing in March 2020 amid the pandemic.
Reassessing the 2022 Medicare premium hike
Advocates are urging the feds to lower the record hike in the Part B monthly premium for 2022 now that the price of a new Alzheimer's drug has been halved and its use is under review.
Medicare do-over season
Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.
