Congress Must Prevent Last-Minute Social Security Reckoning, Experts Warn
Trustees Report shows lawmakers should act to "avoid inconceivably large tax increases or benefit cuts imposed at the last moment," says the Bipartisan Policy Center.
Krawcheck: Want to Shrink Your Business? Ignore Women
“The retirement crisis is a women's crisis,” Sallie Krawcheck says, as some 80% of men die married, and 80% of women die single.
Gen X Says: What Retirement?
Gen Xers began planning for retirement early, but a large majority have plans to still work in some capacity after they retire.
Repealing Obamacare Would Cost $353 Billion Over Next Decade
The new CBO estimate comes as the Supreme Court is expected to decide on an important Affordable Care Act-related case.
There's No Shortage of Bad Ideas on Social Security
Social Security is an emotional topic, made more so by misinformation.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
Retire Abroad? Not So Fast
Clients interested in overseas retirement need education and advice about the possible pitfalls.
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.