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Premiums appear to be stabilizing finally and even dropping in some states.
October 5 -
While 75% of rich older Americans are worried about healthcare costs in retirement, very few of them are actually planning on how to cover these expenses.
October 3 -
Employers with “great” retirement plans are significantly more likely to have higher margins and revenue per employee than those with average plans.
October 1 -
Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.
September 28 -
Employers with “great” retirement plans are significantly more likely to have higher margins and revenue per employee than those with average plans.
September 28 -
Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.
September 27 -
Employers, here’s why you should tell employees contributing to a triple-tax-free health savings account is more valuable and versatile than boosting a retirement plan.
September 19
Lawton Retirement Plan Consultants -
Employers should inform their workers about the benefits of increasing their 401(k) contributions and investing in health savings accounts, among other tips.
September 18 -
Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.
September 17 -
Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.
September 12 -
After listening to employee concerns over the company’s program, Benny Award winner Jodi Budnick made it her mission to upgrade the plan and help employees save more for their post-work years.
September 12 -
Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.
September 11 -
The ruling is a step in the right direction. But be warned: There are too many unknowns for companies to begin offering the program.
September 11
Lamco Advisory Group -
IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.
September 11 -
Republican lawmakers introduced legislation Monday that would make the 2017 tax overhaul for individuals permanent in a bid to highlight their signature economic policy achievement ahead of the November elections.
September 11 -
After listening to employee concerns over the company’s program, Benny Award winner Jodi Budnick made it her mission to upgrade the plan and help employees save more for their post-work years.
September 11 -
The ruling is a step in the right direction. But be warned: There are too many unknowns for companies to begin offering the program.
September 10
Lamco Advisory Group -
The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.
September 10 -
Retirees will owe taxes for up to 85% of their Social Security benefits if their adjusted gross income plus nontaxable interest exceed a certain threshold.
September 7 -
A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.
September 6















