Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
11 New Survey Findings on Money, Regrets and Life in Retirement
By Michael S. FischerMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 13, 2024
Social Security COLA for 2025 Estimated at 1.75%The Senior Citizens League's projection is based on higher-than-expected inflation in January.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 08, 2024
Here's What's Wrong With Ending 401(k) Tax Breaks to Fund Social Security: ICI EconomistOne can portray the U.S. retirement system as unfair, but the real picture is nuanced, Peter Brady says.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 07, 2024
Equitable Faces Wall Street Annuity Love GapDespite benefiting from a strong selling environment, the insurer is "getting a pretty low valuation," one analyst argues.
February 07, 2024
The Big Retirement Question Many Advisors OverlookRetirement can be full of adventures and new experiences, but only if the right plans are in place.