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The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.
September 18 -
Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.
September 12 -
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 -
Among current retirees, the numbers aren't much better: 60% of them have not calculated how much health care costs impact their savings.
September 5 -
Lawmakers are looking to pass the Retirement Enhancement and Savings Act of 2018, which will allow workers to save more while encouraging employers to offer more retirement savings options.
September 4 -
Cost of living is a key consideration, but a retiree’s goals and objectives are also important.
August 31 -
These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.
August 29 -
Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.
August 28 -
Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.
August 24