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Workers should urge their employers to offer this savings option in their 401(k) plans to save for emergency and unforeseen expenses.
December 7 -
The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.
December 6 -
The holidays are fast approaching, which means it is time to start doing some year-end tax planning.
December 4 -
Millennials are already behind in savings compared to where their parents stood at similar ages.
November 30 -
Many of the bill’s provisions are taken from the Retirement Enhancement and Savings Act, which enjoyed some bipartisan support.
November 29 -
This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.
November 27 -
"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.
November 26 -
Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.
November 21 -
Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.
November 20 -
Auto-enrollment, auto-escalation, participant investment advice and Roth 401(k) availability are among the important traits of a plan.
November 19 -
Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.
November 19 -
The number of older Americans who are carrying student loan debt into retirement has grown to 2.8 million from 700,000 in 2005.
November 16 -
Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.
November 15 -
The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.
November 14 -
A 4-step plan of action to improve your strategy for locating missing participants and beneficiaries.
November 13
Portability Services Network and Retirement Clearinghouse -
A 4-step plan of action to improve your strategy for locating missing participants and beneficiaries.
November 13
Portability Services Network and Retirement Clearinghouse -
The years between 60 and 70 present a great opportunity for seniors to make moves to protect their retirement savings.
November 12 -
Employee education is key when it comes to Roth contributions. Here’s what employers and benefit advisers need to know.
November 9
Lamco Advisory Group -
Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.
November 9 -
A typical Social Security payment is likely to cover basic costs in these areas.
November 8














