Social Security benefits

Instead of amassing $1 million in savings, clients should consider asking themselves if they are prepared financially for several decades of retirement.

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Employees who think they have lost their retirement assets are advised to seek help from the DOL or nonprofit pension counseling centers funded by HHS.

Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.

People looking to retire but wanting to keep a part-time gig will benefit from a new law that gives a 20% deduction for “pass-through entities.”

A study has found that while millennial employees are saving for retirement, they are making mistakes that can be easily corrected.

Workers aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary.

The bill aims to help workers think in terms of lifetime income — as opposed to accumulated balances — by requiring benefit statements to include income estimates at least once a year.

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