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.
Americans Defy Warnings, Still Retiring Early
From congressional hearings to research studies, one would think Americans would be getting the message that most need to work longer before retiring.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
Chad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.