Clients in ‘Terror’ Over Health Care as Advisors Go AWOL
Clients’ "terror" is advisors’ error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
The 4% Rule Is Dead: PwC
Withdrawing 4% per year in retirement may work for the wealthy but could be disastrous for everyone else, a new PwC study finds.
Half of Retirees Wish They Had Quit Earlier
If they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
DOL Releases Fiduciary Plan
The DOL's long-anticipated, controversial redraft of its rule to redefine fiduciary for retirement plans is now out for public comment.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
Top 10 Dumbest States for Financial Literacy: 2015
Residents of these places have a lot to learn about money basics.
Avoid an Income-Based Chain Reaction to Reduced Social Security Benefits
A reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicare’s two-year lookback.
3 IRA Distribution Mistakes to Avoid
Distributions from IRA accounts often appear to be simple — and they can be — but they also can be surprisingly complex.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
Clients' Top Retirement Worry Is Going Broke: AICPA
AICPA polled CPA financial planners about their clients' top retirement-related concerns.