How misinformation from Social Security can cost tens of thousands
Seniors should consider getting a second opinion when developing a Social Security claiming strategy, as they might be ill-advised the first time.
Social Security
Is there really a retirement-savings crisis?
Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.
Is there really a retirement-savings crisis?
Two experts weigh in on whether there is a looming problem in the U.S., and provide opposite views on the issue.
Retirees show success in replacing pre-retirement income
Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.
Avoid a ‘real mess’ on Social Security
Employees may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.
By
Paul Norr
Certified financial planner
Bucks County Financial Planning Group, Thousand Oaks, Calif.
Any benefit to delaying retirement past age 70?
Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.
How millennials investors can save the world
ESG investing is one way to motivate young clients and boost their contributions.
How millennials can save the world
ESG investing is one way to motivate young clients and boost their contributions.
Military revamping retirement program to attract millennials
The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.
A Social Security strategy for the wealthy
They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.
New take on fixing 83% of Social Security’s cash woes
A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.
Rising risks for retirement savers
Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.
A Social Security strategy for the wealthy
They can direct the payments to fund life insurance that they can use for estate taxes, charitable gifts and leave as a legacy for their loved ones.
Rising risks for retirement savers
Retirement looks bleak for many Americans and the Trump administration does not seem to be part of the solution, according to this opinion article.
Should the U.S. raise the age for required IRA distributions?
Some experts say that people are living longer past the age of 70 and they should not be forced to make unnecessary taxable withdrawals.
Can workers reinstate Social Security for a few months then withdraw?
Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.
Boomers navigate the impact of the financial crisis
A majority of baby boomers polled by Bankers Life Center for a Secure Retirement say that the economy has yet to fully recover from the 2007 financial meltdown.
When a Roth IRA might not be the right choice
A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.
A Roth IRA could be a worse choice than clients think
A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.
Will employees pay taxes on Social Security?
Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.
