Retirement Confidence Continues to Rise: EBRI
Whether or not Americans have a retirement savings plan is a key factor in their outlook about having an affordable retirement.
The Cadillac of Taxes: Not Just for Luxury Health Savings Vehicles
The types of benefits that will be subject to the Affordable Care Act’s “Cadillac tax” may be surprising.
What Retirees Will Pay for Health Care, in 5 Charts
A couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
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.