Displaying 278 results
Gray divorce presents Social Security challenges
Length of marriage, years since divorce and age of ex-spouses affect claiming options.
Higher Medicare and household expenses biggest financial shockers in retirement
Mix of spending changes but total outlays don't go down, retirees say
Help awaits for clients needing to downsize their home in retirement
Many decisions and actions are required for a senior move, and professional services can assist your clients in making them.
Many current retirees reluctant to tap savings
But without pensions, boomers won't have a choice.
U.S. comes in 14th in global ranking of retirement security
A common element of countries among the Natixis study's top 10 are compulsory workplace savings programs.
Debt dims boomers’ retirement prospects
New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.
Want to work past retirement age? You’re not alone
Senior citizens are already working more now than they did in the 1980s and 1990s. But can we raise the retirement age for good?
Who’s keeping track of IRA basis?
IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.
Long-term-care insurance market sees rapid decline
A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?
Retirees just want to have fun
Unprecedented free time in retirement will be a boon for the leisure industry.
How to properly defer Medicare enrollment
Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income
Health care costs squeeze retirement savings
Workers and retirees worry about how to pay for current and future care.
Longevity can be an asset in retirement
Unprecedented surge in older Americans could be a boon to charities, nonprofits.
New rule will force financial advisers to put your retirement needs first
People and companies giving advice on 401(k) and individual retirement accounts will be held to a tougher clients-come-first standard following a new rule issued by the Department of Labor this week.
For survivor benefits, timing is everything under new Social Security rules
The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.
How much confidence do you have in your retirement?
A new survey shows only 47% of women are saving enough for their golden years, compared with 57% of men.
How retirees will benefit from historic rate hike
Higher yield on bonds and CDs, higher annuity payouts, will provide tailwind to retirees.
When living on Social Security won’t cut it
Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.
Americans more ready for retirement than ever
Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations
Big change coming soon for high income Medicare beneficiaries
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare
