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Year-end tax planning for retirees
Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
From the Great Resignation to unretirement
Boomerang workers may have to rethink their plans for claiming Social Security.
New tool helps define retirement income styles
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Clients want advice about their Medicare options
Most advisers agree they should be providing health care advice, but they say they need better tools.
Social Security minimum benefit rule for survivors
Widows and widowers can boost their survivor benefits by waiting until their full retirement age to claim.
Make the right initial Medicare decision
As clients consider the different types of coverage, they need to ask the correct questions and observe sign-up deadlines.
Social Security spousal benefits explained
It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.
Two ways to reverse a Social Security claiming decision
Beware of accidentally disenrolling in Medicare. If you keep Medicare coverage, you will need to pay your premiums directly to CMS.
Confusion over Social Security taxes and earning limits
Social Security's earnings restrictions disappear once individuals reach their full retirement age, but FICA taxes on income do not.
Long-term care premium hike: Round three
As insurers push prices on LTC policies higher, individuals must weigh their policy options to maintain protection at an affordable price.
Two essential retirement guides for women
Financial planning pioneers share their experiences and wisdom on the challenges of retirement.
Social Security COLA could top 10% in 2023
Current inflationary trends point to the biggest benefit increase in 41 years, with June CPI showing a 9.1% jump over the last 12 months.
Social Security tax tips for the self-employed
Advisers often ask whether there's a way to minimize payroll taxes for small-business owners while maximizing future Social Security benefits.
Social Security program needs reform now
Congress continues to ignore the fact that Social Security's trust fund is expected to run out of money in 2035, which would result in a 20% cut in benefits.
What millennials should expect from Social Security
A projected 20% benefit cut in 2035 could significantly reduce lifetime income for younger workers, according to a new paper from HealthView Services.
Beware of incorrect advice about claiming Social Security benefits
Filing for benefits online can help individuals avoid faulty guidance from well-meaning Social Security Administration reps.
401(k) plans are failing middle-class Americans
A new study finds that tax incentives for saving for retirement primarily benefit high-income households.
Social Security report projects trust fund exhaustion in 2035
The latest annual report from the Social Security and Medicare Trustees moves the program's insolvency date back by one year.
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.
