Confirmed: No Inflation Means No Social Security COLA; Medicare Premiums to Surge for Some
Drop in CPI confirms Social Security beneficiaries will see no benefit increase, again, while upper-income recipients will see big jump in Part B premiums.
How to Enroll in — and Pay for — Medicare
Health insurance is confusing enough while you’re still working, but once you turn 65, introducing Medicare to the mix adds another layer of confusion.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
Retirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.
A Great (and Impossible) Plan to Fix Retirement
Economist Teresa Ghilarducci’s plan to fix the retirement crisis is to figure out what’s needed, and work backward from there.
Consumers Clueless on Key Social Security Benefits: FPA, AARP Survey
One example: Only 9% of consumers say they’re ‘very knowledgeable’ about benefits, but 40% expect those benefits to account for most of their retirement income.
Chinese Explosions Could Shape Coverage Requirements and Cost
The August disaster in Tianjin, China, provides an object lesson on the issue of insurance.
3 Strategies to Keep Medicare Premiums Low
What can advisors do for higher income clients to position them better to get the same Medicare coverage without unnecessarily high premiums?
Court Clears Path for Medicaid-Compliant Short-Term Annuities
An appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
Want to Retire in Europe? Now’s the Time
The stronger dollar has made retiring in Europe cheaper than retiring in South or Central America, says Kathleen Peddicord of Live and Invest Overseas.
Milevsky: Why Retirement Income Products Are Like Jars of Jam
Moshe Milevsky tells RIIA it's time to bring some more choices to the marketplace with tontines.