Clients’ Top Retirement Worry Is Going Broke: AICPA
Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: Deductions
Continuing to look at opportunities from client tax returns, we look at available deductions from clients’ gross income on their 1040s, including health savings accounts.
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.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
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.
Social Security Expansion Advocates Target Presidential Candidates
As millions of Americans prepare this year for one of the biggest milestones in their lives – retirement – the program that they have come to most depend on in retirement its celebrating its own milestone. The Social Security program turns 80-years-old on August 14.
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.
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.
5 Common Client Pitfalls in Retirement Planning
Retirement has been a hot topic among pundits, politicians and financial experts for a while, but today's level of longevity risk is a new phenomenon.
High-Deductible Health Plans Can Unlock HSA Strategy for Older Clients
HDHPs are on the rise — a trend that can open the door to powerful planning techniques.