Top reason workers don’t feel good about retirement
Healthcare costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.
Social Security benefits
Here’s the top reason Americans don’t feel good about retirement
Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.
Workers fear Social Security will go broke
Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.
A 3-step Social Security emergency plan
When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.
A 3-step Social Security emergency plan
When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.
Why workers should avoid tapping retirement plans after disasters
The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,
Why clients should avoid tapping retirement plans after disasters
The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,
How to shield retirement savings from the next market crash
Advisers can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.
Could employees live off Social Security alone?
Workers should start shoring up their savings by chipping in as much as they reasonably can to their employer’s retirement plan, especially if it comes with a matching contribution.
Common tax surprises for surviving spouses
Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.
