Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, we look at deductions from gross income, including IRA and other retirement plans.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Curbing the Costs of Long-Term Care
From asset-based insurance to tax-qualified annuities, there are plenty of options for LTC cost planning that don't require gambling on the likelihood of needing care.
HSAs Losing Luster Under Obamacare
HSAs are about to lose much of their value under the PPACA, which will impose minimum reimbursement rates on all health insurance plans—ensuring that premiums for high-deductible plans will increase.
Advisors vs. the Bag Lady Nightmare: 4 Women Talk Money With Terry Savage
Terry Savage, the author of “Savage Truth and Money,” is afraid of becoming poor someday. And she isn't alone: many women share her fear.
Health Care Is the New Wealth Care
WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.
Top 7 Cheap, Easy Foreign Cities to Retire
With the recent turmoil over the debt ceiling debacle and U.S. debt downgrade, the idea of finding a cheap and easy country to retire, some might say hide, is a somewhat comforting notion.