Raise the Payroll Tax Cap to Save Social Security
By Teresa GhilarducciNo surprise, Social Security will only be able to pay 76% of promised benefits by 2033 if nothing changes.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 21, 2022
Will Your Client's Medicaid Trust Survive the Move to Florida?Strategies for preserving the family home must comply with state-specific laws if the client plans to move.
December 20, 2022
7 Best Countries for a Healthy RetirementFor retirees who consider access to affordable health care a top priority, these seven countries stand out.
December 20, 2022
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 ActParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.
December 14, 2022
Lincoln Financial Aims to Increase MoneyGuard Life-LTC Hybrid SalesExecutives say the long-term care products are doing well and meet an important need.
December 13, 2022
Regulators End Effort to Develop Long-Term Care Hybrid RulesSome officials say current regulations appear to be working well.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.