A Medicare Primer for Advisors
To be able to guide your clients, here are the basic details on who’s eligible and what the premiums are.
Are Boomers Headed for Retirement Disaster?
Michael Finke crunches the numbers — and assesses the wild cards — of the retirement savings problem.
Despite Their Financial Power, Women Save Less Than Men: Merrill
Women tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Retirement Confidence Up but Still Dismal: Towers Watson
Only 23% of workers say they are confident they’ll have saved enough for 15 years of retirement, according to Towers Watson.
Doctor Performs Autopsy on U.S. Retirement System
Failure to raise the retirement age will be cited on America’s death certificate if we don't act, Dr. L. Stephen Coles says.
How Merrill Navigates the Bizarro World of Retirement
One boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.
Retirement Readiness Crisis Still Looms Despite Some Improvement
The retirement outlook is slightly brighter this year, according to recent research, but most workers age 60 or older still plan to put retirement off.
The Additional Medicare Tax: What Advisors Need to Know
The Tax Facts Online experts clear up confusion over the investment income tax and the additional Medicare tax, and who must pay it.
HSA Basics: What Is It and Who Can Use It
Health savings accounts are broken down and explained by Tax Facts Online experts.