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Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.
November 30 -
In September, the inflation rate was 2.23%, slightly higher than the proposed Social Security increase. So realistically, recipients "will not be better off at all."
November 27 -
High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.
November 20 -
The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.
November 16 -
Under the rules, seniors face a tax liability for HSA contributions if they carry health coverage other than the high-deductible policy.
November 8 -
Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.
October 24 -
Seniors might get the policy again if they decided to drop it, but the rules "aren’t really super specific about what should happen in this situation,” one expert says.
October 24 -
Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends Dec. 7.
October 17 -
Workers should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.
October 10 -
Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.
October 10