How to help retirement clients as inflation creeps back: Retirement Scan
Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.
Social Security
Winners and losers in Social Security: Retirement Scan
An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.
Winners and losers in Social Security
An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.
How clients can grow their retirement savings without too much risk: Retirement Scan
Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.
How clients can grow their retirement savings without too much risk
Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.
Be careful when passing down a Roth IRA: Retirement Scan
Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.
Be careful when passing down a Roth IRA
Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.
Social Security benefit formula robs older workers: Retirement Scan
Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.
Social Security benefit formula robs older workers
Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.
When it comes to distributions, 401(k) plans lack flexibility: Retirement Scan
IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.
When it comes to distributions, 401(k) plans lack flexibility
IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.
1 more year barely increases Social Security
Working 30 years instead of 29 will yield a fractional monthly benefit increase—"like by 1/29th"—says one expert, who also notes how get a good idea of future benefit
1 more year barely increases Social Security: Retirement Scan
Working 30 years instead of 29 will yield a fractional monthly benefit increase—"like by 1/29th"—says one expert, who also notes how get a good idea of future benefit
Health costs may gobble up Social Security benefits: Retirement Scan
Seniors are advised to get health insurance to complement their Medicare coverage and hire a health care advocate and billing specialist.
Health costs may gobble up Social Security benefits
Seniors are advised to get health insurance to complement their Medicare coverage and hire a health care advocate and billing specialist.
Should clients set a stop-loss on their retirement accounts in a bear market? Retirement Scan
Retirement investors who need to decide whether to sell depreciated stocks or ride out a declining market should make a decision based on their investing goals, says strategist.
Should clients set a stop-loss on their retirement accounts in a bear market? Retirement Scan
Retirement investors who need to decide whether to sell depreciated stocks or ride out a declining market should make a decision based on their investing goals, says strategist.
When is the best time to file for Social Security benefits? Retirement Scan
Seniors may delay the benefit for increased payout in the future if they have other income sources, they are healthy, or interest rates are high.
When is the best time to file for Social Security benefits? Retirement Scan
Seniors may delay the benefit for increased payout in the future if they have other income sources, they are healthy, or interest rates are high.
Investing for a 115-year life span and a 50-year retirement: Retirement Scan
An expert warns that investors will have to contend with lower returns in the future, as stocks are currently high-priced.
