End of the Social Security number? A White House official thinks so
The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.
Investments
3 retirement rules employees should know by heart
One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.
3 retirement rules clients should know by heart
One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.
Is an annuity a good deal? Retirement Scan
Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.
Is an annuity a good deal?
Retirees who are considering investing can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.
4 ways retirees can pay for health care
Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.
How retirees can pay for health care
Those who left the workforce can open HSAs, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.
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,
Dividends are no longer sexy … which is what makes them attractive
When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.
Dividends are no longer sexy … which is what makes them attractive
When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.
Employees hope to work later in life. Here’s the reality
The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.
People hope to work later in life. Here’s the reality
The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.
New math deals Minnesota’s pensions the biggest hit in the U.S.
Debt to states workers’ retirement system has soared by $33.4 billion, or $6,000 for every resident, courtesy of accounting rules.
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.
Twin terms that can trip up investors
These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.
Are senior workers really ready to retire?
Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.
13 reverse-mortgage misunderstandings that could cost workers
Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.
13 reverse-mortgage misunderstandings that could cost clients
Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.
Employees finally retired? They shouldn’t be afraid to spend money
New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.
